BRW Return Direct

The fund aims to achieve high capital growth by investing at least 51% in national and international stocks and equivalent securities without country, size, or sector restrictions. The focus is on sustainable business models with high capital returns and structural growth drivers to enable long-term participation in business success.

The fund is characterized by a concentrated approach focusing on sustainable business models with high capital returns and structural growth drivers. It does not use derivatives or securities lending and considers environmental, social, and governance factors in its investment strategy. The fund does not track a specific index and the investment process is actively managed by BRW Finanz AG, Braunschweig.

Investors should be aware that the fund may not be suitable for those looking to withdraw their investment within a 5-year timeframe. The fund may suspend redemptions in exceptional circumstances to protect investor interests.

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