Established Icelandic asset management company whose role is to manage clients’ assets with their best interests as the guiding principle.
Athugið að þetta er ekki bindandi samningur heldur markaðsefni. Vinsamlega skoðaðu útboðslýsingu verðbréfasjóðsins og lykilupplýsingar og byggðu ekki endanlega fjárfestingarákvörðun eingöngu á þessum upplýsingum.
The fund primarily invests in foreign stocks and offers good diversification across many market regions. It is suitable for investors who want an international focus and are willing to take on medium risk. The recommended minimum investment period is five years.
Premia Asset Allocation International Equities Fund F is an Alternative Investment Fund marketed towards the public which mainly invests in international equities.
The fund’s objective is to generate good returns and to spread risk by investing in a mixed portfolio of international equities. The minimum amount invested in international equities is 30%. Premia Asset Allocation International Equities Fund F is well suited to a mix of portfolios of domestic bonds and equities. The fund chiefly invests in other funds to enhance risk distribution but can also invest directly in international securities. The fund is also authorized to invest in bonds, deposits and up to 10% in other financial instruments, such as real estate funds and private equity. All returns are calculated in Icelandic krónur.
The fund is aimed at clients of Arion Bank - Premia.
Minimum | Maximum | |
|---|---|---|
Deposits of financial undertakings and money market instruments | 0% | 50% |
Government bonds or bonds guaranteed by Icelandic government | 0% | 70% |
Covered bonds | 0% | 20% |
All other bonds, bills and loan agreements | 0% | 70% |
Equities | 30% | 100% |
Other funds or companies other than alternative investment funds marketed towards the public | 0% | 20% |
Investing in financial instruments always involves a financial risk, such as the risk that the investment will not generate a return or that the principal amount will be lost. Past returns are not a reliable indicator of future returns. It should be noted that the risk of an investment increased if it is financed using credit and investment returns can fluctuate. The taxation of investments depends on the circumstances of each individual client and can change in the future. Therefore, it is important for investors to investigate themselves how the investment is taxed.
Investors are encouraged to carry out their own checks and analysis, e.g. reading the appropriate information documents and independently assessing such documents before making a decision on a specific investment. The prospectus and key investor information for
Undertakings for the Collective Investment in Transferable Securities (UCITS) and alternative investment funds marketed towards the public contain further information on the relevant fund, including risk and whether the fund is classed as a UCITS or an alternative investment fund marketed towards the public. You can read the prospectus and key investor information for each fund on Stefnir’s website by clicking on the name of that fund.
This information is provided for information purposes only and it should not be interpreted as advice to make a particular investment or as advice to buy, sell or dispose of in any other way specific financial instruments. This information is based on sources which Stefnir considers to be reliable, but it cannot be guaranteed that these sources are correct. Stefnir bears no responsibility for decisions or transactions which people may make on the basis of the information set out here.