LUX IM Global Equity Upside FX - LU3148215307

Obiettivo di investimento dichiarato

The objective of the Sub-fund is to seek capital preservation and appreciation in accordance with the investment policy described below.The Sub-fund does not have a benchmark and the investment manager seeks to achieve the Sub-fund’s objective through i investments in a diversified portfolio of debt securities the Funding Investments and ii Swap Transactions, as described hereafter.The Funding Investments will be typically comprised of debt securities issued by G10 countries governments, sovereign/supranational entities and corporates. Unrated debt securities may represent up to 10% of its net assets. Investments in distressed or defaulted debt securities (i.e. rated below CCC-) are not authorized. The Sub-fund may hold distressed or defaulted debt securities as a result of a downgrade of their issuers up to 5 % of its net assets. Distressed/defaulted securities will be sold as soon as possible, under normal market circumstances, and in the best interest of shareholders.

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