Raiffeisen Naturally The blog

Endeavours to invest its assets:

• mainly in bonds issued in the currencies of OECD member countries by high-quality issuers,
• on a minority basis, in highly capitalised shares listed on the world’s main stock markets, most notably in OECD countries,
• in liquid assets.

This sub-fund prioritises the security of the capital and regular returns on the investments made.

Endeavours to invest its assets:

• in bonds issued in the currencies of OECD member countries by high-quality issuers,
• in highly capitalised shares listed on the world’s main stock markets, most notably in OECD countries,
• in liquid assets.

Thanks to weighting that is on average slightly higher for bonds, this sub-fund prioritises growth in assets and security of the capital.

Endeavours to invest its assets:

• in large-cap and mid-cap shares listed on the world’s main stock markets, most notably in OECD countries,
• in bonds issued in the currencies of OECD member countries by high-quality issuers,

Thanks to weighting that is on average slightly higher for shares, this sub-fund prioritises an adequate return and growth in assets, while giving consideration to economic and political risks.

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 (0-100% of the net assets) the weighting of the sub-fund’s various asset classes (shares, bonds and money market instruments) flexibly, either through direct investment or through the use of derivatives in order to reach the desired allocation for the portfolio.

The LUX-PORTFOLIO GLOBAL FLEXIBLE sub-fund is especially well suited to investors looking to benefit from bond market stability combined with stock market performance. The investment horizon is the medium or even long term, given that capital losses can occur due to market fluctuations.

Endeavours to invest its assets:

• mainly in shares or equivalent securities, the majority of which have high capitalisation and are listed on a stock market in an OECD country,
• secondarily in bonds and money market instruments issued in the currency of an OECD country by high-quality issuers, and in liquid assets.

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.