Plan 101 - Balanced BSI EUR

Composition

  • 40% FORTUNA Europe Balanced Fund EUR
  • 30% BSI-Multibond USD
  • 20% BSI-Multieuropa
  • 10% Man Convertibles Japan

Investment Goal

In the interests of achieving attractive capital growth in the medium term, approximately 30% of the portfolio is invested in equities. The remaining units are invested in bonds, cash and cash equivalents in order to keep risk moderate. The investment is primarily made in Euros and US dollars, these being strong currencies. Man Investments' «Convertibles Japan» fund, having low correlation with the other securities, offers additional opportunities for growth and contributes to a broad diversification.

Composition

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