Investment fund of diversified (mixed) type.
It invests in several categories of financial instruments (equities, monetary and fixed income instruments, state and corporate bonds). It uses the investment strategy known in the speciality literature as Constant Proportion Portfolio Insurance (CPPI) which aims to limit, as far as possible, the losses that would be recorded in the event of the markets falling to the protected value (the maximum value recorded in the previous 12 months). Current date, except for the period immediately following the authorization of the prospectus when the maximum value for the period between the authorization date and the current date will be taken into account. Allows obtaining relatively stable financial performances (the stability offered by the fixed income and monetary instruments is combined with the higher dynamics). Wide range of equity instruments).
ISIN Fond: ROFDIN0002H8
Decizie autorizare ASF: 1713/27.08.2008
Registru ASF: CSC06FDIR/400056/27.08.2008