Activa Asset Management | BALANCED MODEL

Trust management

BALANCED MODEL

The balanced model aims to achieve long-term growth and investment preservation while assuming moderate risk.

This type of portfolio is suitable for investors seeking a balance between income generation and a moderate level of risk. The allocation of stocks and bonds is consistent with the investment objective, seeking to combine different asset classes.

The balanced model is a simulated portfolio made up of fixed income instruments such as bonds, combined with stocks, as well as alternative investments including oil and various types of metals. This approach ensures diversification and provides investment opportunities across multiple asset types within the portfolio.

Exposure to fixed income instruments (for example, bonds) and alternative investments (for example, metals and oil) is formed primarily by investing in exchange-traded funds based on the respective asset types.

More information about the "Balanced" model

Attention!
We would like to warn you that the previous results of the fund do not necessarily have any relation with the future results, and the value of the investment and profit might decrease. There is a risk that investors might not be able to recover all of the invested funds. The investments in the fund are not secured by a guarantee fund created by the government or by any other type of guarantee.