The sustainability-oriented investment fund FOS Performance und Sicherheit offers a permanent, systematic risk management concept to protect the fund’s assets against sudden financial market turmoil.
With its smart combination of risk reduction, return orientation and sustainability the fund addresses mainly foundations and other non-profit organisations which pursue two main goals: to protect their capital in real terms and to generate distributions.
As investment advisers to the fund, we pursue a clearly structured, active asset allocation structures and rely on our proven investment capabilities. The fund takes ecological, social and ethical investment criteria into account. The stockpicking process respects, inter alia, the sustainability criteria defined jointly with ISS-ESG.
By steering market price risks (overlay management), the assets of the fund are to be protected against an annualised loss of more than 7.5 % (no guarantee).
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