Goleta Select

Average Annual Return (Share Class F): 0.60%*

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*Since January 2019, when the current strategy was launched under the supervision of Goleta Management S.à.r.l

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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.

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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.

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Available Share classes:​

• Share  class B:

  • ISIN: LU1371901767

  • Fact Sheet ​

• Share class F:  

  • LU1496737682

  • Fact Sheet 

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