The goal of Ducal Equity Fund Belgium is to achieve long-term capital growth through a portfolio of investments in Belgian equities and equity related securities and global equities related to Belgium.
The fund intends to invest primarily in equities listed on the Brussels stock exchange, or in equities of companies with their registered office in Belgium, or in companies established or located in countries outside of Belgium but carrying out their business activities predominantly in Belgium or in holding companies the interests of which are predominantly invested in equity of companies having their registered office in Belgium or equities that form part of the benchmark. The fund may invest up to 10% of its net assets in convertible securities.
The fund is managed in an active and flexible manner on the basis of quantitative and qualitative analyses of the world economy, of economic sectors, companies and the evolution of commodity markets and financial markets. Long and short positions can be used to diversify and expose the portfolio to certain markets and asset classes. The fund may temporarily keep 100% of its assets in liquidities. It can invest directly in money market instruments or indirectly through a fund or it can have current or savings accounts in euro.