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The investment pursues capital appreciation. The fund essentially invests in equities, with certain restrictions in open-end mutual funds, and up to 10% of assets in closed-end mutual funds. It primarily invests in euro countries, Switzerland and the United Kingdom. The fund may invest in convertible or non-convertible bonds, as well as in options on securities, and it may use derivatives for hedging purposes. It may also hold up to 100% of assets, if necessary, in liquid assets and money market instruments whose residual maturity does not exceed 12 months.
Name | Title | Since | Until |
---|---|---|---|
Jacques Goldhar | - | 2013 | Now |
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