We would like to introduce you to the Active Allocation Fund in which a number of undertakings for the collective investment of transferable securities (UCITS) worldwide invest in order to find the best opportunities at any given time.

Open architecture

These undertakings have the best selection of equity and debt funds in order to offer clients a wide range of investment opportunities in the international market. They constantly make a selection of the best funds.

Active management

This refers to the constant reworking of the environment to obtain the best return-risk ratio depending of the investment target of each profile.

Risk profiles

There are four investment options adapted to all customer risk profiles.

1. CONSERVATIVE profile:

With a portfolio comprising at least 75% in bonds, it prioritises preservation of capital over risk.

2. FLEXIBLE profile:

With a portfolio comprising 25–75% in equity, it exploits market opportunities in long-term bonds and equity.

3. DYNAMIC profile:

With a portfolio comprising at least 75% in equity, it targets an equity portfolio with investments worldwide in different types of instruments.

4. EQUITY profile:

With a portfolio 100% in equity, it invests in high-quality companies with structural profit growth and reasonable prices.

* Morningstar stars awarded in April 2022. Crediinvest SICAV Active Allocation Conservative (AFA registration number EB02-0003-14), Crediinvest SICAV Active Allocation Flexible (AFA registration number EB02-0003-15), Crediinvest SICAV Active Allocation Dynamic (AFA registration number EB02-0003-16) and Crediinvest SICAV Active Allocation Equity (AFA registration number EB02-0003-17) are sub-funds of the Luxembourg SICAV Crediinvest SICAV (UCITS - Undertaking for Collective Investment in Transferable Securities) authorised in Luxembourg and supervised and regulated by the CSSF under registration number B-98745. The fees and expenses associated with the said sub-funds of the SICAV are listed in the prospectus and in the key investor information document (KIID), available and viewable at Management Company: MC Square, SA. Investment Manager: Credi-Invest, SA. Depository Institution: Banque de Patrimoines Privés, SA. Distributor of the SICAV in Andorra: Crèdit Andorrà, SA, with authorisation number EB 02/95.