The GF Global Protect 90 Structured Fund formulates its investment strategy on a daily basis, based on the latest developments in the global markets. It offers exposure to an international balanced portfolio. This way it facilitates making the most of uptrends and protecting 90% of the highest NAV achieved since the fund’s launch.
Investment objective
It aims at capital returns and protection for 90% of the highest NAV achieved since the fund’s launch.
The GF Global Protect 90 Structured Fund pursues a dynamic investment strategy, taking into account market performance and reallocating assets between:
- Dynamic portfolio – Higher exposure when market conditions are favourable, i.e. when the dynamic portfolio has a consistently upward trend and relatively low volatility. Investments with higher risk are preferred, such as equities, securities and corporate bonds. The goal is to maximise the potential return.
- Protection portfolio – Higher exposure when market conditions are not favourable, i.e. when the market downtrend gradually leads to decreasing and ultimately no exposure to the dynamic portfolio, with no prospect of reinvesting, or when it leads to lower returns during recovery. Investments with lower risk are preferred, such as cash and money market instruments. The goal is to minimise the risk of NAV decreasing.
90% of the highest NAV achieved since the fund’s launch is protected on a daily basis. This way the fund achieves a protection level for your investment, while, under conditions, it also protects returns achieved over time.
The protection level increases when market conditions remain favourable. Any loss on the fund value may not exceed 10%.
To learn more about the potential return, and risks associated with investing in the GF Global Protect 90 Structured Fund, read the Key Investor Information Document (KIID) .
To achieve its investment objective, the fund:
- Applies a specific investment mechanism.
- Has entered an OTC derivative contract.
However, the goal of achieving the investment objective, i.e. achieving capital returns and protecting 90% of the highest NAV since the fund’s launch, is not guaranteed.
Investor profile
GF Global Protect 90 Structured Fund has a medium risk profile.
It is addressed to investors with a medium/long-term horizon who:
- Seek exposure to an international balanced portfolio.
- Wish to limit their potential losses on such exposure.
This is a marketing communication. Please refer to the Prospectus of the Fund and the PRIIP KID before making any final investment decisions.
