AFH Aequitas Flexible I EUR

To deliver a combination of income and capital growth over a 5 years period.The Sub-Fund will be a fund of funds that will invest at least 50% of its net assets in UCITS/UCIs exposing to equities, bonds, high yield bonds, convertible bonds, contingent convertible bonds, deposits and currencies.While complying with the above, the Sub-Fund may also directly invest the remaining part of its assets in the above listed securities, as well as money market instruments.The Investment Manager follows a flexible allocation strategy amongst those asset classes and selects investments believed to represent the most compelling trade-off between growth potential, valuation and risk. Considering market volatility conditions, the Investment Manager constructs and rebalances the portfolio monthly, adopting a dynamic, conservative or balanced profile, as outlined more in detail in section ?Investments? of the Prospectus.Benchmark : The Sub-Fund is actively managed and seeks to outperform (after applicable fees) the Euribor 3 Month ACT/360 + 2,50% over the recommended holding period. The Sub-Fund may use a benchmark a posteriori as an indicator for assessing the Sub-Fund's performance. There are no constraints relative to any such Benchmark restraining portfolio construction.Management Process : The Sub-Fund integrates Sustainability Factors in its investment process as outlined in more detail in section 'Sustainable Investment' of the Prospectus. The selection process is a combination of top-down and bottom-up approach. The Investment Manager uses its own and third party global economic analysis to determine the most attractive asset types, geographical regions and currency, then focuses on the analysis of specific securities to identify the financial instruments that offer the best potential gain for the risk involved. The Investment Manager aims to access the best growth opportunities and balancing income and returns with risk and liquidity.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No