Low interest rates and the limited upside potential for the stock markets in the medium term mean that selecting the right investments and retaining flexibility with regard to investment decisions are even more important than before. BL-Global Flexible EUR is managed according to these principles.
How is the fund managed?
BL-Global Flexible EUR invests in equities and fixed-income instruments, without being “locked” into a specific investment profile. The equity, bond and cash allocation is reviewed on a regular basis depending on market developments and the weighting of the various asset classes can vary between 0% and 100%. Stocks are selected depending on the financial health of companies and their competitive situation, depending on strict quantitative and qualitative criteria.
Who should invest in this fund?
This fund is for you if you are looking for higher returns compared to a money-market or bond investment, and greater capital protection when the equity markets are down. This fund offers more flexibility while aiming to provide long-term security.
Interview with Guy Wagner, fund manager
More information on BL-Global Flexible EUR
