Tower Fund - Global Asset Allocation (USD)
Investment Policy
- This Fund shall invest in a diversified portfolio. The companies issuing such securities may be established in any country of the world, including in an emerging country.
- The investment may be realized by means of funds, ETFs, shares, foreign shares certificates, warrants and other participation rights, bonds, etc.
- The Fund may also invest in structured and derivative products.
- The Fund may use techniques and instruments relating to transferable securities and money market instruments as well as derivative instruments for the purposes of risk hedging or efficient management portfolio, but also within the investment strategy.
Reference Currency: USD
Inception date: April 19th, 2010
Benchmark: 50% MSCI World and 50% JPMorgan Gvt Bond Local Ccy US
Investment Objective
The objective of this Fund is the research of long-term capital growth through investments principally in a diversified portfolio.
Profile of the typical Investor
This Fund is suitable for investors:
- who wish to invest in a diversified portfolio including, but not exclusively, shares of worldwide companies including emerging countries, government bonds, investment grade bonds, high yield bonds and bonds issued by emerging countries;
- who are ready to assume high volatility and have a low aversion to risk;
- who have a time horizon of 5 years or more.
