Description

This fund aims to deliver favorable returns over the medium to long term by investing in a balanced and diversified portfolio. It predominantly comprises Exchange Traded Funds (ETFs) that offer exposure to global equities, fixed income securities, and commodities. The investment strategy is designed to generate a comprehensive total return, seeking both capital appreciation and income from the underlying holdings, while actively managing portfolio volatility. The assets primarily include ETFs issued by Xtrackers, Xtrackers (IE) plc, or Xtrackers II, though other transferable securities, money market instruments, or collective investment schemes may be incorporated as deemed appropriate. Specific allocation targets dictate that equity-linked ETFs will constitute between 15% and 30% of the portfolio, fixed income ETFs will comprise a significant portion ranging from 60% to 85%, and commodity ETFs will not exceed 10%. Asset selection and allocation are formally re-evaluated on a quarterly basis, with the investment manager retaining discretion for additional adjustments as necessary.