Generali AktivMix Ertrag
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General Objective
The fund fund aims to achieve a steady performance over the medium to long term, with the goal of generating positive results in each calendar year. The fund seeks to outperform the money market in the long run.
Fund Exposure
The fund primarily invests in money market instruments, fixed-income securities, REITs from the Eurozone, and stocks of companies predominantly located in the Eurozone. The focus in fixed-income securities is on government bonds, corporate bonds, and European covered bonds. The portfolio allocation may be actively adjusted based on market conditions.
Risks
Investors should be aware that this fund may not be suitable for those looking to withdraw their money from the fund within a period of less than 3 years. Additionally, the fund may use derivative transactions to hedge positions or seek higher returns, which can introduce additional risks.