EdR SICAV Ultim K-USD $

The Product's objective is to deliver an annualised performance (net of fees) that exceeds that of its benchmark over a recommended investment period of more than five years, through the discretionary and opportunistic management of a portfolio diversified across multiple asset classes (including equities, interest rates and currencies), with no restrictions as to sector or geographic region. The Product is managed actively, which means that the Manager makes investment decisions in line with the Product's investment policy with a view to achieving the Product's objectives. This active management process includes taking decisions related to asset selection, regional allocation, sectoral views and overall market exposure. The Manager is in no way limited by the composition of the benchmark index in the positioning of the portfolio, and the Product may not hold all the components of the benchmark index, or even any of the components in question at all. The fund may diverge wholly or significantly from the benchmark index or, occasionally, very little. Benchmark: comprising 60% of the MSCI World Net Total Return index (net dividends reinvested) (MSCI global index of international equities) and 40% of the Bloomberg Global Aggregate index.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No