THE GUARDIAN SICAV – Shield Dynamic Fund


Inception: 23/05/2016

Inv. Manager: FIA Asset Management S.A.

Inv. Advisor: The Guardian Multi Family Office Limited

Strategy: The main objective of this fund is to generate a capital growth and to provide income over the medium to long term by investing mainly in bonds (both investment grade and non-investment grade, including convertible bonds and inflation linked bond) and ancillary (i.e. up to 40%) equities worldwide. The Fund adopts a flexible portfolio management approach not limited in terms of geographical area, economic sector or currency, with a maximum exposure of investments up to 100% of its assets in bonds and up to 40% of its assets invested in equity.

Geographical area: Worldwide

Asset Class: Dynamic

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