The (LF) Fund of Funds Balanced Blend US mutual fund invests in mutual fund units managed by top international fund managers. It has a diversified portfolio including many asset classes in US markets. It is authorised in Luxembourg.
Investment objective
It aims to achieve capital gains over the medium/long term. It provides a relatively balanced investment exposure to various asset classes focusing on the United States.
The asset classes include:
- Equities and bonds.
- Property securities.
- Commodities and cash.
The (LF) Fund of Funds Balanced Blend US mutual fund invests in:
- Units of other mutual funds managed by top international investment firms – including units of exchange traded funds (ETFs).
- Mainly in US markets.
The selection of the mutual funds included in the portfolio is based on a qualitative and quantitative analysis carried out regularly. The aim is to contribute to achieving the investment objective of the (LF) Fund of Funds Balanced Blend US mutual fund.
The mutual fund may invest in derivative financial instruments, to mitigate the risk arising from fluctuations in stock markets and exchange rates.
Furthermore, it may invest up to 50% of its net assets directly in bank deposits and money market instruments.
Investor profile
The (LF) Fund of Funds Balanced Blend US mutual fund has a medium risk profile. It is intended for investors who seek:
- Returns by investing in a widely diversified portfolio whose assets are invested in units of UCITS with various asset classes and investment objectives.
- To benefit from their active management.
This is a marketing communication. Please refer to the Prospectus of the Fund and the PRIIP KID before making any final investment decisions.
