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DC Value Global Balanced (PT) Surpasses €100M Volume, Outperforms Peers

This fund's impressive growth and performance have caught investors' attention. With a 3-year return of 23.71% and low volatility, it's a strong contender in the global investment landscape.

This image is clicked in a room, where it looks like Store. There are so many bottles in this image...
This image is clicked in a room, where it looks like Store. There are so many bottles in this image and cans. There is a Banner in the middle which is indicating Supra brand. Bottom right corner there is a logo LM.

DC Value Global Balanced (PT) Surpasses €100M Volume, Outperforms Peers

DC Value Global Balanced (PT), a fund managed by Value Partners GmbH, has garnered attention for its impressive performance and growth. With a Morningstar rating of 5 stars, it has surpassed the 100 million euro volume threshold and maintained a strong average volume over six months.

Launched on May 5, 2010, the fund has demonstrated consistent growth, with a 3-year performance of 23.71% and a relatively low 3-year volatility of 6.73%. As of the end of August 2021, its volume reached 104 million euros, marking a significant milestone. This growth has positioned DC Value Global Balanced (PT) favourably against other funds, such as the FWW® Sector Average Balanced World Fund, which has a 3-year performance of 21.87% and a 3-year volatility of 7.44%.

DC Value Global Balanced (PT) has proven itself as a robust and reliable fund, with a high Morningstar rating and a strong track record of performance. Its growth in volume, surpassing the 100 million euro threshold, indicates a high level of investor confidence. As it continues to manage assets effectively, the fund remains a notable player in the global investment landscape.

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