Τhe (TLF) Global Balanced Fund invests in equities, bonds and other fixed income securities without geographical or sector limitations. It is authorized in Luxembourg.
Investment objective
It aims to achieve capital gains over the long term.
Τhe (ΤLF) Global Balanced Fund invests between 20% and 60% of its assets in investment grade debt securities (investment grade securities are securities rated at least ΒΒΒ- by S&P, Baa 3 by Moody’s or ΒΒΒ- by Fitch.
It may invest :
More than 35% of its assets in US, Swiss or German sovereign debt securities.
20% to 60% of its net assets directly in shares listed or to be listed on an Official listing or Regulated Market.
Units of UCITs and/or other UCIs and/or ETFs will not exceed 10% of its assets.
Investor profile
Τhe (ΤLF) Global Balanced Fund provide a medium/long term capital growth.
It is intended for investors seeking gains by investing in a diversified portfolio of global equities, bonds, units of UCITs and/or other UCIs and/or ETFs.
This is a marketing communication. Please refer to the Prospectus of the Fund and the PRIIP KID before making any final investment decisions.
