Multi Asset Sustainable


Fund Overview


Change in NAV (30/06/2024)

81.7295 EUR

Since previous NAV (-0.27% )

Recommended Holding Period

5 Years

Risk and Reward Profile

1234567

Fund Objective


The Investment Compartment’s primary investment objective is to maximize real returns over the medium/long term with relatively limited risks, consistent with prudent investment management, with no material bias to perform better or worse in any particular type of economic environment. The External Manager will seek to achieve this by holding investments in an underlying portfolio of selected Exchange Traded Funds (ETFs) spanning the world's major asset classes with different biases to economic conditions, including Equity, Fixed Income, Alternatives and Cash.

Chart Data


Asset Class Split

Geographic Split

Inception Date (Fund):

11/01/2016

Legal form:

AIF

Benchmark:

60% MSCI ACWI Index / 40% Barclays Global Aggregate Bond Index

Currency (Fund):

EUR

Distribution Policy:

Interim or annual dividends payments are upon the discretion of the Board of Directors

Valuation frequency:

Weekly

Minimum initial investment:

EUR 125,000

ISIN Code:

CYF000000507

AuM (Fund):

EUR 0.55M

Regulatory authority:

CySEC

Management company:

7Q Asset Management Ltd

Delegated Management Company:

N/A

Incorporation:

Cyprus

Management fee:

0.70%

Subscription conditions:

Weekly (last business day of each week)

Redemption conditions:

Weekly (last business day of each week)

Lock Up Period:

N/A

Subscription fee:

N/A

Performance fee:

N/A