Description
Beka Optima Global, FI is a fund that invests in equities in the global market.
* Exclusively for professional or qualified investors.
The fund invests in a combination of ETFs and stocks, therefore mixing active and passive management.
ETFs that replicate the world's major stock exchanges are selected, with each geographic area being weighted according to its contribution to global GDP. For each market, investment will be made in the broadest and most representative ETF(s) in each economy, with the lowest costs, and the selection of companies will be made on the basis of fundamental criteria.
We use the MSCI World Euro Net Total Return index as a benchmark.
The Fund’s aim is to preserve and grow capital with the lowest possible risk, generating long-term, above-market returns.