The funds aim to increase long-term capital growth over an entire market cycle by investing in a broad range of asset class convictions while at the same time mitigating downside risk when the markets come under heavy pressure. The funds benefit from diversification effects, as they are invested in a broad range of asset class convictions. The focus is on global equities and bonds that meet socially responsible investing (SRI) criteria. In the medium term, the funds are expected to achieve a performance that is comparable to that of a portfolio with a range of variation that corresponds to the risk appetite of the respective investor type. Additional investments in equities and bonds from emerging markets or high-yield bonds, alternative investments such as REITs
1, inflation-linked bonds, listed private equity investments or commodities are expected to increase returns.
1 Real Estate Investment Trust