USD Appreciation

Main objective: capital appreciation; secondary objective: capital preservation. The investment includes stocks, bonds, and hedge funds, covering various regions and sectors. The investment primarily seeks investment grade bonds.


– Portfolio whose main asset is bonds and, to a lesser extent, stocks.


– This fund seeks to achieve capital appreciation in the long-term, balancing risk and return.


Annualised volatility in the strategy is expected to be between 2% and 15%.

Benchmark Profitability

Euribor 12 Months + 4%.

Access conditions

– Minimum investment: €25,000.


– Minimum recommended investment horizon: 4 years.



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