Active management strategy with strategic sizes of 50% equities and 50% bonds. Individual investments worldwide in bonds and equities of large and medium-sized companies and issuers that meet our strict ethical criteria. The bonds in the portfolio are characterized by good creditworthiness (investment grade). Derivatives are not used.
Investment classes
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Ethics ratings
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Portfolio development
Investment Performance vs Benchmark Index*
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Disclaimer:
Past performance is not a reliable indicator of future performance. The value of this investment and the income from it may fluctuate. The investor may not get back the capital invested. All key return and risk figures before costs and taxes; generally reduction of the result by the all-in fee (transaction, custody and administration costs) on the assets under management.