Flossbach von Storch - Foundation Growth H

The objective of the investment policy of this fund is to achieve reasonable growth in the sub-fund currency while taking investment risk and sustainability principles into consideration. The investment strategy is defined based on fundamental analyses of the global financial markets, with a focus on value, risk-return ratio, and sustainability.

The fund invests in a variety of asset classes, including equities, bonds, money market instruments, certificates, structured products, target funds, derivatives, liquid funds, and term deposits. The equity allocation is limited to a maximum of 75% of the net sub-fund assets, with more than 50% continuously invested in equity participations. Up to 20% of the net assets may be invested indirectly in precious metals, and up to 10% in other funds that adhere to the sustainability policy.

The fund is subject to medium to significant fluctuations in unit price, leading to moderate to high profit potential and loss exposure. Risks associated with this fund include credit risks, liquidity risks, counterparty risks, risks relating to the use of derivatives, and operating and custodial risks. These risks may impact the value of the fund and the ability to redeem shares in certain circumstances.

https://fsl11.flossbachvonstorch.de/document/monthEndFactsheet/LU2243568206/ch/prof-investors/de/