Amundi Öko Sozial Mix moderat - WV(T) C

The fund is a mixed fund that aims to achieve long-term capital growth with appropriate risk diversification. The fund follows an active management strategy to optimize performance by strategically allocating between stocks and bonds within the given framework.

The fund invests in compliant domestic and foreign bonds and equity funds. The equity portion ranges from a minimum of 20% to a maximum of 33% of the fund's assets, with an international focus on selected companies worldwide. The bond portion invests in government bonds, government-related bonds (Agencies), and/or corporate bonds, both domestically and internationally. Direct investments may also be included, and derivative financial instruments are used for hedging purposes and as part of the investment policy.

Investors should be aware that this fund may not be suitable for those looking to withdraw their money from the fund within a 5-year period. Additionally, the use of derivative financial instruments and the active management strategy may introduce additional risks to the fund.

https://www.amundi.at/privatkunden/dl/doc/monthly-factsheet/AT0000822382/DEU/AUT/RETAIL/AMUNDI