Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

MosaiqueViews ASSET ALLOCATION | NOVEMBER / DECEMBER 2022 02 Summary 03 Asset allocation overview 03 Fixed income 04 Equities: Regions 04 Equities: Sectors 05 Currencies Markets in perspective

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

LongRun Equity Fund – EUR KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

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Asignación de activos Mosaique MARZO 2023 Los riesgos cíclicos con los que tuvieron que lidiar los mercados en 2022 podrían estar desvaneciéndose, pese a que los riesgos geopolíticos siguen siendo

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LongRun Equity Quarterly Letter Issue 07 | April 2023 2 LongRun Equity | April 2023 Investment philosophy “It's far better to buy a wonderful company at a fair price than a fair company at a