CAN European Equity (Setanta) 100/100(PS2) (0P00014CXW)

Overview

The Fund is designed for investors looking to achieve returns by balancing income generation with capital growth. Primarily focusing on fixed interest bonds, the Fund adopts an active management strategy to surpass its benchmark, the Merrill Lynch Euro Currency Libor 3-Month Constant Maturity Index. By navigating through varying market conditions, the Fund strategically allocates investments with an eye towards investment grade rated bonds, aiming for above-average returns while managing risks efficiently.

Products and Services

• Fixed Interest Bonds Investment

  The backbone of the Fund's investment strategy revolves around fixed interest bonds. These bonds provide a steady stream of income through fixed interest payments, acting as a primary vehicle for both income generation and capital appreciation. The focus on investment-grade bonds minimizes risk while seeking to ensure reliable returns.

• Active Management for Superior Returns

  Targeting higher returns than the Merrill Lynch Euro Currency Libor 3-Month Constant Maturity Index, the Fund leverages active management techniques. This involves significant discretion in investment decisions to capitalize on market opportunities, potentially deviating substantially from the benchmark index in response to market conditions.

• Derivative Instruments Usage

  To meet its investment objective and manage risks, the Fund may employ derivatives such as futures, options, and swaps. These financial instruments are used strategically to hedge against market volatility, as well as to enhance returns by predicting the rise and fall of other assets efficiently.