Balanced Plus Profile

The Balanced + strategy is designed for investors who wish to participate in market developments with the objective of growing their assets while remaining careful, since they have a moderate appetite for risk.

You are willing to invest a portion of your assets for a longer period of time, without this being excessive (at least 5 years).

The share of equities (direct and indirect exposures) is limited to a maximum of 65%.

The targeted average annual return will be approximately EURIBOR +6% for an annualized volatility of 10%. Statistically speaking, assuming a normal distribution of returns and an EURIBOR rate at 0%, the annual performance is expected to range from:

- -15% to 25%, with a probability of 95%
- -21% to 31%, with a probability of 99%

Source: Pure Capital

The investor understands that a return cannot be obtained without taking some risk. He is aware of the risks inherent in this strategy and accepts that the value of the capital invested may vary within reasonable limits.

These investment strategies are intended for both non-professional and professional investors.

For more information, send an email to info@purecapital.eu or call us at +352 26 39 86 80. We will get back to you as soon as possible.