Patrimonium Opal

Patrimonium Opal (Luxembourg part II Fund) is a multi-management sub-fund, structured in the form of a fund of funds, from a selection of first class funds or bond instruments.
The sub-fund is mainly composed of investment funds invested mostly in traditional high rating bond instruments from the euro zone and, to a lesser extent, from the rest of the world. They are also exposed to more risky bond categories, through diversified funds that have demonstrated exceptional relative historic performance in their niches.
The sub-fund is not constantly 100% invested and a part can be kept in cash.
Diversification in sectors, currencies and geographic regions is not subject to any restriction or limitation. Exposure to non-euro currencies may be hedged partially or fully.

Objective: to produce good performance regularly and to protect the investor against the interest rate risk.

Risk: the risk level is low.

Sub-fund management: Cédric Araud

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Date created: February 2001

Investment horizon: 3 to 5 years

Morningstar rating:

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For the latest fund information, please click below:

Fact sheets:
Patrimonium Opal

Prospectus:
Patrimonium SICAV 01/2008

Disclaimer: The Patrimonium Opal 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.