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The fund is a rules-based fund and its objective is to offer a pre-determined allocation (target weightings) by investing in a limited number of funds, including equity and fixed income funds, in accordance with that which is stated below, and with a rebalancing of the target weightings a minimum of once per quarter. The fund is a special fund (non-UCITS) and differs from a securities fund by being permitted to have larger holdings in individual funds. The fund may invest in the following types of assets - in transferable securities, - in money market instruments - in units in funds - in derivative instruments, and - in an account at a credit institution. The fund is a rules-based mixed fund. A rule-based fund refers to a fund with a pre-determined allocation. Changes to the relative weighting in the holdings occur almost exclusively within the asset management to restore the fund’s holdings to the pre-determined target weightings.
Name | Title | Since | Until |
---|---|---|---|
Anders Dolata | - | 2018 | Now |
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