GVC GAESCO CROSSOVER- GLOBAL CURRENCY HEDGED, CLASE E
Investment policy
The management objective is to achieve medium-term returns using the main strategy of investing in "Currency Hedged" currency futures for hedging purposes only, with an uncovered margin of 0% to 30%. Other strategies will also be employed, including investment in stocks, fixed income, investment funds, and equity index futures.Exposure to equities (stocks) will range from 0% to 100% of the fund's assets in equities issued by companies primarily from OECD countries without sector concentration. Companies can be of low, medium, or high market capitalization.
Exposure to fixed income (bonds) will range from 0% to 100% of the fund's assets in public or private fixed income securities issued mainly by OECD countries, with a minimum credit quality of BBB- and an average portfolio duration of less than 2 years.
Exposure to emerging market risk will be up to 15%, and exposure to currency risk will be up to 30%. The management's benchmark for fixed income investments is EURIBOR 12 months plus 4%, and for equities, it's MSCI WORLD NET TOTAL RETURN EUR.
Class E
FactsheetLegal documentation
Other available types
*Total return for calendar year (from January 1st to December 31st).
Legal notice: A complete report of each Investment Fund is available on the website with information concerning, among others, historical returns obtained prior to a substantial change in the investment policy of the IIC, series of annualized historical returns, detail of the risks associated with the investment in IIC, etc. Investment funds involve certain risks (market, credit, liquidity, currency, interest rate, etc.), detailed all of them in the Prospectus and in the Key Investor Information (KII) document. The nature and scope of the risks will depend on the type and particular features of the fund, the currency, and the assets in which the equity is invested. Consequently, the choice among different types of funds should be made considering the return expectations and investment time horizon as well as the willingness and ability to take risks of the investor.
The information contained on the website is for information purposes only and does not constitute an offer of products and services, nor a recommendation or offer to buy or sell securities or any other investment product, nor a contractual component. Nor does it imply legal, fiscal, or other advice and its content should not serve the user to make decisions or make investments. Investment funds can be high-risk products, not suitable for all clients. Therefore, they do not intend to persuade the user to inappropriate operations by making services or access available to operations and markets that do not match to the user’s risk profile. Past performance is no guarantee of future results. Taxation of yields obtained by unitholders shall depend on the tax legislation applicable to their personal situation and may vary in the future.
