VIVACITY FUNDS - MM Allocation Patrimoine

VIVACITY FUNDS - Multi Manager Allocation Patrimoine est un fonds de fonds géré activement. C'est une gestion mixte qui répartit en permanence ses positions en termes de classes d'actifs, de spread géographique (mondial), de devises étrangères, de différents secteurs, etc.

Objectifs d'investissements

FONDS VIVACITY - MM Patrimoine d'allocation, en investissant une diversification importante en parts d'OPCVM et / ou d'autres OPC (y compris OPCVM) gérés par des opérateurs différents, conçus pour aider les investisseurs à atteindre la protection et à la croissance où ils vont à la recherche de leurs économies. Le fonds vise une appréciation du capital à long terme en investissant dans des parts d'autres OPCVM et / ou d'autres OPC (y compris ceux qui sont établis comme fonds négociés en Bourse) au sens de l'article 1, paragraphe 2, alinéas a) et b) de la directive 2009 / 65 / cE qui est réglementé, sont ouverts et diversifiés et ont un risque accru qui est similaire à celle de Luxembourg OPCVM couverts par la partie I de la loi de 2010. Ceux-ci comprennent des fonds de rendement total, les fonds d'actions, les fonds mixtes, fonds obligataires et MMF. Cependant, il n'y a aucune garantie que cet objectif sera atteint.

Le subfonds investi principalement dans des parts d'autres OPCVM et autres OPC, fonds d'investissement alternatifs à un maximum de 45%, les fonds mixtes avec un maximum de 80%, les fonds obligataires, avec un maximum de 65%, et le fonds du marché monétaire jusqu'à un maximum de 100%. Les fonds d'investissement alternatifs sont les critères ci-dessus, qui sont la performance des véhicules d'investissement alternatifs.

Classes disponibles pour investir:

  • Capitalisation de la classe A EUR (pour l'investisseur de détail, l'investissement initial minimum est de 100 EUR, actions cumulées)
  • Capitalisation de classe B EUR (pour l'investisseur institutionnel, l'investissement initial minimum est de 100 000 EUR, actions cumulées)

Profile de l'investisseur

Le fonds cible les investisseurs qui sont invités à investir seulement une partie de leurs actifs dans le fonds. VIVACITY FUNDS - MM Allocation Patrimoine s'adresse aux investisseurs privés et institutionnels. L'horizon d'investissement recommandé est d'environ 8 ans.

Plus d'informations sur l'administrateur Andbank Asset Management Luxembourg.



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