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Foyer Selection Balanced
Foyer Selection Balanced (UCITS III) is a diversified sub-fund, which invests evenly in shares, most of which have high capitalisation and are listed on the European Union’s markets. Investments made in shares cannot exceed 50% of the sub-fund’s net assets. 50% of the net assets may be invested in bonds of quality issuers.
There is no restriction or limitation as to the issuers or the currency.
Objective: to seek a balance between income and capital growth.
Risk: the risk level is medium.
Sub-fund management: Sébastien Cordoliani
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Date created: May 2002
Investment horizon: minimum 4 years
For the latest fund information, please click below:
Morningstar rating:
Fact sheets:
Foyer Selection Balanced
Disclaimer: Foyer Selection Balanced Fund is only registered in Luxembourg. Therefore a minimum investment of 250.000 EUR in Belgium is required. For other countries, local legal regulations are applicable.
