Types of (UCITS) investment funds


Money market funds

Money market funds invest in money market instruments (e.g. short-term debt instruments and time deposits), the prices of which are less at risk from ...

Bond funds

Bond funds invest primarily in fixed-interest securities, such as bonds and other types of debt securities. Depending on its investment objective a bo...

Equity funds

Equity funds invest in the shares of companies listed on public stock exchanges or traded on other regulated markets. Equity funds can invest in a ver...

Balanced (mixed) funds

Balanced (mixed) funds invest in a selection of equities, bonds and other fixed-income instruments. Mixed funds (also known as Balanced Funds) aim to ...

Exchange-traded funds (ETF)

Exchange Traded Funds (ETFs) typically track the movements of a particular index or a selected basket of assets. Because ETFs are traded on stock exch...

Lifecycle funds

Lifecycle funds can invest in a selection of other investment funds or directly in securities of different asset classes, and are designed to meet inv...

Maturity funds

Maturity funds are designed to mature at a specified time and therefore have a fixed end date. Many investors use maturity funds as a retirement plann...

Guaranteed funds and capital protection funds

Guaranteed funds and capital protection funds are suitable for the cautious investor. These investment funds aim to ensure that the whole or a certain...

Fund of funds

Funds of funds offer a way of increasing diversification and a way of gaining access to a wider range of fund management skills and specialisation thr...

Asset allocation funds

Asset allocation funds are funds whose investment strategy is driven by broader decisions on the relative performance of different types of asset, suc...