|Fund||Vermögen-Global / Fonds Commun de Placement|
|Fund administration||LRI Invest S.A.|
|Fundmanager||Lux Capital Management S.A. (since 1.10.2018)|
|Custodian Bank||MM Warburg & Co. Luxembourg S.A.|
The long-term objective of the fund is to generate a higher return over the longer term than the main equity markets by investing in a diversified way in global markets. Long-term outperformance will be achieved by reducing risk during periods of market fragility.
In order to achieve its objectives, the investment strategy is mainly based on a strict selection of investment funds for each geographical area (Europe, North America, Emerging Markets, …), for each investment style (Large / Small Caps, Growth / Value, …), as well as for each recommended investment theme (Global warming, technology, …).
The strategic allocation is based on a global macroeconomic assessment to determine the distribution of assets at the demographic, sectoral and thematic levels.
Tactically, the position on derivatives hedging is intended to avoid the periods of substantial decline in equity markets.
Vermögen Global is a Euro-based capitalization fund, tradable on a daily basis and with a medium to long-term investment horizon.