Base Investments SICAV - Flexible Low Risk Exposure EUR L (0P00019NJD)
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Base Investments SICAV - Flexible Low Risk Exposure EUR L Profile
| XFRA Exchange | Germany Country |
Overview
The Sub-Fund is designed with a clear investment objective to outperform its benchmark over a three-year investment horizon. It primarily focuses on investing in fixed-income securities that are denominated in Euro or other currencies. A distinctive feature of these securities is that they hold a minimum rating of BBB- or equivalent as assessed by Standard & Poor's or similar rating agencies. This approach underlines the Sub-Fund's emphasis on relatively lower-risk fixed-income investments while aiming for above-benchmark performance.
Products and Services
The Sub-Fund’s portfolio is diversified across various financial instruments to achieve its investment objective. Below are the main products and services it involved:
- Fixed-Income Securities:
These are the primary investments of the Sub-Fund, focusing on securities that are denominated in Euro or other currencies with a rating of BBB- or better. By investing in these higher-rated bonds, the Sub-Fund aims to maintain a balance between earning returns and managing risk.
- Equity Market Securities:
A portion of the Sub-Fund's total assets may also be allocated to shares and other equity market securities. This inclusion allows for potential growth in capital through stock market investments, diversifying the investment portfolio beyond fixed-income securities.
- Undertakings for Collective Investment in Equities:
The Sub-Fund may invest in units or shares issued by equity Undertakings for Collective Investment (UCIs). These investments allow the Sub-Fund to gain exposure to a broad basket of equities, which can potentially enhance returns while spreading investment risks.
- Financial Techniques and Instruments:
The Sub-Fund employs financial techniques and instruments dealt on regulated or Over-The-Counter (OTC) markets for multiple purposes such as hedging, investment, and efficient portfolio management. By doing so, the Sub-Fund aims to protect its investments from adverse movements in the market and optimize the portfolio’s performance.
