We build portfolios based on a variety of asset classes and geographic regions. The investment process leverages our portfolio managers’ complementary areas of expertise.
Assets are allocated in keeping with the different objectives of stocks and bonds: stocks carry a certain risk, they historically deliver performance and protect against inflation; bonds, offer liquidity, low credit risk and low volatility.
Asset allocation is determined by analyses of economic factors and by our managers’ fundamental assessment in all geographic areas in which we invest.
|Investment Strategy||Risk Indicator||Equity exposure
as of 30th april 2023
annualized over 5 years
|Balanced with low risk||EQUITY 0-30%||3||24%||1.14%|
|Balanced with medium risk||EQUITY 30-80%||4||61%||2.88%|
|Balanced with high risk||EQUITY 50-100%||5||75%||3.58%|
|Equity with high risk||EQUITY 80-100%||6||90%||7.10%|
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