The tax treatment depends on the personal circumstances of the respective customer and may be subject to change in the future. Additional explanations of terms can be found in our glossary. Information on advertised ESG features can be found here. Awards and years of experience do not guarantee investment success. You can find references to the awards here.
Fund Manager
Performance in % since inception
Price since inception
Rolling Performance over 10 Years in %
Performance in %
Opportunities & Risks
Top Ten Holdings in % of Fund Volume
Equity Portfolio
Portfolio ex Equities
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Equity Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
Offensive, theme-oriented, global multi-asset fund with ongoing adjustment of its portfolio to the expected market situation.
Equities enable participation in the growth opportunities of the global equity markets regardless of benchmark index specifications.
Flexible addition of bonds (up to 50%) and other securities such as certificates on precious metals (up to 10% gold) possible.
The cash ratio (up to 49%) can be used flexibly to cushion difficult market phases as far as possible.
Risks
Share prices can fluctuate strongly due to market, currency and individual value factors.
Bonds are subject to price risks if interest rates rise.
Bonds are also subject to country risks as well as the credit and liquidity risks of their issuers.
Currency risks due to a high foreign share in the portfolio.
Commodity investments are subject to fluctuations. An investment in gold is interest-free and can lose value if interest rates rise.
The Fund is Suitable for Investors
looking to reduce risk through broad investment diversification
with a medium to long-term investment horizon
seeking to minimize risk compared to a direct investment