BRW Balanced Return Institutional

The fund aims to achieve high capital growth over a medium- to long-term period while maximizing capital gains considering the investment risk. The investment strategy is flexible and balanced, taking into account both current market conditions and future developments.

The fund invests more than 25% of its capital in national and international equities without country, size, or sector restrictions, as well as in fixed-income securities and liquidity. The sum of the latter two positions should always be over 50%. The fund also considers environmental, social, and governance factors in its investment strategy.

The fund's risk management approach involves a multidimensional interpretation of risk, viewing price fluctuations at the individual security level as opportunities rather than solely risks to avoid. The fund may use derivative transactions for hedging, efficient portfolio management, and generating additional returns, including for speculative purposes. The fund's management reserves the right to change the actual investment strategy at any time without prior notice to investors.

https://www.brw-ag.de/brw-balanced-return/