Since 2005, ODDO BHF Polaris Moderate has offered a global and broadly diversified, moderate multi-asset investment solution. It is characterized by an equity allocation between 0% and 40% and a bond segment that invests mainly in investment grade bonds. The portfolio invests in securities listed or traded on regulated markets, mainly in Europe, the US or Emerging Markets. It can also invest up to 10% in gold by certificates or similar.
The investment objective is to avoid major setbacks due to price fluctuations and to generate an additional return to a bond investment, while taking into account environmental, social issues and corporate governance (ESG) criteria.
* The summary risk indicator (SRI) is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the market or because we are not able to pay you. It ranges from 1 (low risk) to 7 (high risk). This indicator is not constant and will change according to the fund's risk profile. The lowest category does not mean risk-free. Historical data, such as that used to calculate the SRI, may not be a reliable indication of the fund's future risk profile. There is no guarantee that the investment objectives in terms of risk will be achieved.
Investors are reminded that past performance is not a reliable indication of future returns and is not constant over time.
Annual performance (rolling 12 months)
Previous benchmarks: From 31/12/2009 until 31/10/2023 20% Stoxx 50 NR + 60% JPM EMU Investment Grade 1-10 Years + 20% JPM Cash Index Euro Currency 1M
Calendar performance of the fund
Previous benchmarks: From 31/12/2009 until 31/10/2023 20% Stoxx 50 NR + 60% JPM EMU Investment Grade 1-10 Years + 20% JPM Cash Index Euro Currency 1M
Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past.
This chart shows the fund’s performance as the percentage loss or gain per year over the last years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark.
Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.