If you accept a moderate risk exposure and seek a balanced position in the equity and bond markets, a balanced strategy is the right choice for you.
The initial amount and the monthly/ quarterly/ annual amount chosen are taken into account for the calculation of the performance (the monthly amount only from the second month onwards).
Data on past performances and the simulations of past performances are not a reliable indicator of future performances. Information relating to past performance is based on market reference indices the net asset values of the subfunds Global Diversified Sicav – SI Equity (Classe A) and Global Diversified Sicav – SI Bond (Classe A) provided by EFA (European Fund Administration S.A.). The accuracy of information from external sources cannot be guaranteed.
Data of the performances include the costs related to financial instruments as well as the management fee.
Discretionary portfolio management includes a risk of negative performance and loss of capital. Indeed, the risks are related to the potential fluctuation of the financial markets as well as to the quality of the financial instruments chosen by the portfolio manager. The redemption value may be less than the amount of the initial investment.
The savings account is mentioned as an example. The savings account can in no way be considered as an investment with the same characteristics as a Speedinvest investment.
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