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Az Fund 1 - Az Allocation - Global Balanced A-az Fund Acc (0P00006X4J)

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7.659 +0.020    +0.26%
20/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 324.77M
Type:  Fund
Market:  Luxembourg
Issuer:  Azimut Investments S.A.
ISIN:  LU0262757841 
Asset Class:  Equity
AZ Fund 1 - AZ Allocation - Global Balanced A-AZ F 7.659 +0.020 +0.26%

0P00006X4J Overview

 
On this page you'll find an in-depth profile of Az Fund 1 - Az Allocation - Global Balanced A-az Fund Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00006X4J among other information.
Category

EUR Moderate Allocation - Global

Total Assets

324.77M

Expenses

3.03%

Inception Date

Sep 01, 2006

Investment Strategy

The Sub-fund's investment objective is to achieve regular returns and medium and long-term capital growth. The Sub-fund aims to achieve its investment objective by actively managing a diversified portfolio of equity and equity-related securities as well as debt securities issued worldwide. The Sub-fund actively manages the allocation between equity and equity-related securities and debt securities, based on the risks and return expected for these two asset classes. The bottom-up selection procedure for equity and equity-related securities could favour companies with the lowest volatility in each main economic sector. The remainder of the portfolio will be invested in debt securities offering an attractive yield to maturity in order to boost the Sub-fund’s profitability.

Contact Information

Address 35, avenue Monterey
Luxembourg, L-2163
Luxembourg
Phone +352 22 99992216

Top Executives

Name Title Since Until
Norberto Leonardi - 2006 Now
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