Average Annual Return: +6.99%*
YTD Return: +2.60%
*Since January 2019, when the current strategy was launched under the supervision of Goleta Management S.à.r.l
Capital Preservation Strategy.
We offer capital preservation through a conservative strategy, seeking to obtain consistent investment returns. The strategy is based on the modern portfolio theory (MPT), pursuing the best way to invest considering the potential risk-reward relation. The Sub-fund only invests in well-known exchange traded funds (ETFs) and actively managed mutual funds. The portfolio contains a broad range of underlying assets including equities, bonds and alternative investments.
The investment strategy is continuously and thoroughly revised and rebalanced according to changes in analysis results, market condition and risk and return parameters and objectives.
Available Share classes:
Share class F: LU1496737682
Share class B: LU1371901767