Overview
Investment Policy
The sub-fund invests primarily in a diversified portfolio of stocks (min. 0% and max. 60% of the portfolio) and bonds, with no preference for a specific geographic region or sector. The sub-fund has no benchmark and is actively managed. To a lesser extent, the sub-fund may also invest up to 10% in money market instruments, units of collective investment schemes, derivatives, deposits, and cash equivalents.
The bonds and debt instruments in which the sub-fund invests are issued by a wide range of issuers: governments, public-sector entities, private companies, and/or international institutions. The issues and/or issuers generally have an “investment grade” rating (minimum BBB- and/or Baa3). The sub-fund will not invest more than 50% of its portfolio in high-yield bonds and bonds that do not have a credit rating. The Product will not invest more than 10% of its portfolio in bonds from emerging and frontier markets with a rating lower than BB– and/or Ba3, and no more than 5% of its portfolio in equities from emerging and frontier markets.
Target Audience
This fund is specifically designed for investors who seek a potentially higher return than that offered by a low-risk financial product and who aim for balanced long-term growth, focusing primarily on investing in bonds issued by high-quality issuers, supplemented by a basket of international stocks (up to 60% of the portfolio). Additionally, these investors have an investment horizon of at least 5 years.
Investment Objective
The sub-fund’s objective is to seekattractive long-term returns by taking moderate risks.
Fund Structure
Fund Management
Michaël De Man, CFA
Portfolio Manager – Bonds
Michaël De Man earned a Master’s degree in Economic Sciences from Ghent University in 2005. He then began his career as a bond specialist at a major Belgian bank. In late 2015, Michaël joined the investment team at Econopolis, where he once again focuses on bond strategy and also heads the fund department. He has been CEO of Econopolis Wealth Management NV since 2021.
Stijn Plessers
Portfolio Manager – Equities
Stijn Plessers has 15 years of experience at KBC Asset Management, where he was responsible for managing a large credit and OTC derivatives portfolio before shifting his focus entirely to equities. In April 2023, Stijn joined Econopolis Wealth Management.
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
