Investment Objective
The investment objective of the Mutual Fund is to increase the value of its investments, both through income and capital appreciation, over a medium-term horizon, by primarily investing in a diversified portfolio of debt securities denominated in euros and, secondarily, in the money market and equities.
To achieve this objective, the Mutual Fund follows the following investment policy: it primarily invests in euro-denominated bonds, regardless of credit rating, issued by companies, states, and public international organizations in which one or more member states participate, and which are traded on regulated markets, as well as in convertible bonds.
The Mutual Fund is aimed at investors with a medium-term investment horizon who seek to invest primarily in a diversified portfolio of euro-denominated debt securities.
The asset accumulation period of the Mutual Fund will end on April 30, 2025, or earlier if decided by the Board of Directors of the Management Company.