With its intelligent combination of risk reduction, return and sustainability, the fund is particularly aimed at foundations and other non-profit organisations, where two goals are particularly important: real capital preservation and generation of dividends.
As the fund’s investment advisor, we pursue active asset allocation with clear structures and rely on our recognized investment competence. Environmental, social and ethical investment criteria are taken into account in the fund. Stocks are also selected based on the sustainability criteria defined together with oekom research AG.
Market price risks are controlled (overlay management) in order to secure all of the fund assets against annualized depreciation of more than 7,5% (without guarantee).