Swan Flexible
Swan Flexible is a Luxembourg SICAV-UCITS fund that invests in bonds, convertible bonds and shares. The fund aims to generate capital appreciation in the medium term, while maintaining medium-low volatility.
It has daily liquidity, and it is available in different currencies: EUR, CHF and USD.
Swan Flexible
Performance
Investment strategy
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The investment policy is active. The securities’ selection and the level of exposure to the markets are determined by an approach which is both quantitative and fundamental.
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Swan Flexible favours asset allocation activity, seeking undervalued markets or market sectors with unexpressed growth potential.
- The overall exposure is managed dynamically, also using futures on market indexes for weight adjustments and hedging strategies.
