The LUX-PORTFOLIO GLOBAL FLEXIBLE SERENITY sub-fund is especially well suited to investors with a balanced profile looking to benefit from bond market stability combined with stock market performance. The sub-fund is interesting both for private investors wishing to invest in the bond and equity markets and for experienced investors looking to attain their investment objectives. The investment horizon is the medium to long term, given that capital losses can occur due to market fluctuations.
The objective of this sub-fund is to enable growth in capital and provide stable income over the medium and long term, while pursuing an asset allocation strategy that lets managers adjust (a minimum of 50% of the net assets in bonds and/or money market instruments and a maximum of 50% of net assets in shares) the weighting of the sub-fund, either through direct investment or through the use of derivatives in order to reach the desired allocation for the portfolio.