Scudo Flexible 100
Open-ended alternative fund reserved to professional clients with medium-term investment horizon (2-5 years).
OBJECTIVE OF THE FUND
The fund seeks capital return without pre-determined requirements as to classes of financial instruments. It suits investors with a diversified portfolio. Assets are mainly invested in highliquidity bonds and stocks, denominated in currencies of countries of the EU, dollar area and Japan, issued by borrowers with a minimum portfolio rating of C, or in large- capitalization stock. 0-100 per cent of assets of the Fund may be invested in stocks. Sectoral concentration is allowed.
INVESTMENT POLICY
Asset allocation in bonds, stocks and monetary instruments may vary frequently to best profit from changes in medium- term trends, both by sector and geographical area.
MARKETS
Mainly regulated markets of EU countries, USA and Japan. The remainder of the fund may be invested in emerging countries.
DURATION
RISK LEVEL
High
ISIN SM000A0Q4FA0
|
|
Currency |
1 year |
2 year |
3 year |
Since the creation |
2010 |
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Scudo Flexible 100 |
1,620% |
-33,460% |
36,662% |
4,880% |
13,359% |
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