Objective and Investment Policy
The SELECTRA Investments SICAV compartment -Moneikos Balanced Fund is actively managed and it does not make reference to any index. The objective of the Sub-Fund is to achieve capital growth by combining different eligible assets and investing principally in a portfolio of UCITS, UCITS Exchange Traded Funds (ETF) and other UCIs (the “Target Funds”), which respectively may invest mainly in cash and cash-linked instruments, bond, equity and equity-linked instruments. In order to meet the investment objective , the Sub-Fund may also invest up to 30% of the total net assets directly in:
- Equity and equity linked securities without any geographical restriction;
- Bonds, including fixed or floating rates, convertible bonds, zero-coupons, government and treasury bonds, without limits of duration and up to 10% the total net assets in below investment grade.