AL Trust Euro Relax

The fund aims to achieve long-term capital growth while avoiding excessive risks. It primarily invests in Euro-denominated investment units from money market and bond funds. Up to 30% of the fund's assets may be allocated to equity funds to potentially realize higher returns.

The fund's exposure includes money market and bond funds, with the possibility of investing in equity funds up to 30% of the fund's assets. The selection of individual investment funds is the responsibility of the fund management, guided by publications from fund companies, results from fund rating agencies, and performance comparisons with other similar investment units. Derivatives may be used for investment and hedging purposes, with the market risk potential limited to a maximum doubling.

The fund is subject to interest rate risks and to a lesser extent, market price risks of European stock markets. It has a moderate potential for value fluctuations due to its past investment policy/results. It is important to note that even a fund classified in Category 1 does not guarantee a completely risk-free investment.

https://www.alte-leipziger.de/verschmelzungsinfo-relax-stabilitaet-fmk407.pdf