Fund Description
Description of the sicav
The fund invests in government and corporate bonds, as well as equity shares of companies traded in secondary markets.
Fixed-income investments range from 35% to 85% of the portfolio, with equity investments ranging from 15% to 65% of the portfolio. Fixed income investments are made through government and corporate bonds, including the possibility of minority investments in High Yield bonds. Regarding equity investments, the fund can invest in any geographic area, investing mainly in developed countries.
We use a synthetic index as a benchmark composed of 25% MSCI World Net Total Return EUR (MSDEWIN Index), 60% Bloomberg Barclays Global-Aggregate Total Return Index Value Unhedged (LEGALTRUU Index) and 15% Euribor EUR 3M Return.
The Fund’s aim is to preserve and grow capital with the lowest possible risk, generating long-term, above-market returns.
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The Beka Lux SICAV compartments cannot be contracted directly on our website.
The sub-funds of the SICAV are registered at CNMV and can be contracted with any of the authorized distributor’s entities.
