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Fortezza Finanz - Aktienwerk I

Fund

ISIN LU0905833017 / Valor 20979155

NAV (2025-11-21)
EUR 344.70+0.01%

Fortezza Finanz - Aktienwerk I
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Fortezza Finanz - Aktienwerk aims to achieve strong sustainable growth by investing in European small and mid-cap companies, with a focus on Germany, Austria, Switzerland, Italy, and France. The fund selects stocks based on value-investing principles, targeting undervalued companies that offer a significant margin of safety relative to their fair value. Instead of following a benchmark, the portfolio is built according to the individual attractiveness of each business, and the fund may use derivatives to protect or enhance its investments.

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OTHER SHARE CLASSES OF THIS FUND

Fortezza Finanz - Aktienwerk R
Fortezza Finanz - Aktienwerk R Fortezza Finanz - Aktienwerk R Valor: 20979154
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Annual Return

-50%0%+50%

Risk level

110
0.01%EUR 320.84