Activa Asset Management | CONSERVATIVE MODEL

Trust management

CONSERVATIVE MODEL

The conservative model aims to achieve returns that exceed short-term government securities while protecting the portfolio from excessive risk.

This type of portfolio is suitable for investors with a lower tolerance for risk, especially those nearing or in retirement or who have shorter time horizons for their investment goals.

The conservative model is a simulated portfolio composed primarily of fixed income instruments such as bonds, supplemented by stocks. This allocation strikes a balance between income generation and potential growth, prioritizing stability and capital preservation.

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 "Conservative" 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.