The (LF) Absolute Return mutual fund aims at absolute positive returns, irrespective of market conditions. It applies the most advanced investment techniques and tools. At the same time, it limits volatility below 5%. It is authorised in Luxembourg.
Investment objective
It invests its assets in a diversified portfolio comprising:
- Mainly bonds and money market instruments.
- Exchange traded funds, equities and derivative financial instruments.
It aims at returns higher than the key ECB interest rate by 250 basis points.
It maintains medium volatility of returns, close to 5% annualised.This percentage is lower than that of an equity or bond mutual fund that invests in long-term bonds.
The mutual fund may invest more than 35% of its assets in US and/or German government bonds and up to 30% in exchange traded funds (ETFs) and/or UCITS units.
Investor profile
The (LF) Absolute Return mutual fund is suitable for investors with a medium-term investment horizon who:
- Seek capital appreciation.
- Are prepared to accept medium risk to their capital.
This is a marketing communication. Please refer to the Prospectus of the Fund and the PRIIP KID before making any final investment decisions.
