Following the end of the central banks’ long-standing zero interest-rate policy and the increase to 4.50% in Europe and 5.50% in the USA, we consider 2023 the right year to launch a defensive global balanced fund. The fund capitalises on structurally higher interest-rates for corporate and government bonds. The combination of value and events, as well as a target equity allocation of no more than 50%, should reduce the risk profile compared to a pure equity investment and achieve a more stable performance. The aim of the fund is to achieve continuous returns, so that investors can sleep soundly in all phases of the stock market. In keeping with the motto “We avoid stress”, the fund is intended to provide a solid basis for a flexible, balanced and defensive investment strategy over the long term. Further information is available here:
»GANÉ Global Balanced Fund«