Mixed funds

Our mixed funds invest in equities and interest-bearing securities.

The ratio between the fund's equity and fixed income holdings varies between our different balanced funds and may vary depending on market outlook. A mixed fund with a larger portion of equities has a higher risk level, as well as the greater possibility for yielding return.

Mixed funds generally have a lower risk level than equity funds and a higher risk level than fixed income funds.

Benefits of our mixed funds

Our mixed funds suit you who would like:

• to benefit from a stock market rise, while limiting the effects of a possible downturn thanks to interest-bearing securities
• a lower risk level than equity funds, but a higher risk level than fixed income funds