BRW Balanced Return Plus IS

The fund aims to achieve high capital growth over the long term while maximizing capital appreciation, taking into account both the current market situation and future developments. The investment strategy is flexible and balanced, focusing on risk diversification and investing more than 51% in national and international equities, complemented by fixed income securities and cash.

The fund is exposed to a mix of national and international equities without country, size, or sector restrictions, along with fixed income securities and cash. The investment strategy combines a medium- to long-term investment horizon with a multidimensional risk definition, viewing price fluctuations at the individual security level as opportunities rather than risks to be avoided. The fund's risk assets are dynamically adjusted using index futures contracts to separate company-specific opportunities from overall market risk.

The fund may use derivative transactions for hedging, efficient portfolio management, and generating additional returns, including speculative purposes. The actual investment strategy of the fund may be changed at any time without prior notice to investors. The fund's returns are distributed, and investors have the option to request the redemption of shares on a daily basis.

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