The Fund aims to achieve higher returns than those provided by government securities by taking additional risk. The Asset Management Company follows an absolute return strategy, actively managing the Fund's portfolio. In order to achieve excess returns, the Fund's potential investment horizon is as broad and global as possible, thus it includes bank deposits, domestic and international stocks, mortgage bonds, (corporate and government) bonds, other debt securities, ETNs (Exchange-Traded Notes), ETFs (Exchange-Traded Fund), collective investment securities, as well as foreign exchange, derivatives, ADRs (American Depositary Receipt), GDRs (Global Depositary Receipt), and the Fund may also invest in ETCs (Exchange-Traded Commodities). The Fund may also enter into derivative contracts and has the possibility to generate returns not only in a rising market but also in a falling market, as the Fund may take short positions, even with leverage. The Fund's investments may not be linked to predefined markets, asset classes or market regions. The Fund allows for discretionary choices in relation to specific prospective investments, and this approach does not include or imply reference to a benchmark. The Fund aims to maintain a proportion of between 30 and 40 percent in equities in its investment portfolio, with the majority of the remaining part in fixed income instruments and a smaller proportion in liquid assets.

Who is it for?

It is recommended for investors who do not plan to redeem their investment units within 2 years and who have a medium-low risk profile.

Risk level

This product is classified as class 3 out of 7 classes, which is a medium-low risk class.

SIFI Norm Absolute Return Fund Series