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
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
Maximum flexibility across different asset classes
Active risk management
Proven and structured investment approach based on the FMM-method
Risks
Historically successful investment strategy is no guarantee for future results
Share prices can fluctuate relatively strongly due to market, currency and individual value factors
Currency risks due to a high foreign share in the portfolio
Bonds are subject to price risks with rising interest rates as well as country risks and the creditworthiness and liquidity risks of their issuers