Berenberg Sustainable Stiftung M D
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General Objective
The fund aims to achieve a high level of capital growth through active management of a mixed portfolio of bonds, equities, and alternative investments, taking into account specific aspects related to foundations.
Fund Exposure
The fund's exposure is primarily in bonds, with a maximum allocation of 10% to alternative investments and typically limiting the equity portion to ¼ of the portfolio. The investment strategy focuses mainly on European individual securities, with consideration given to ethical and sustainable aspects in the selection of stocks and corporate bonds.
Risks
Risks associated with this fund may include market risk, credit risk, interest rate risk, and the potential impact of ethical and sustainable factors on investment performance. Investors should carefully consider these risks before investing in the fund.