Global Long-Term Values Fund AK A
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
The Global Long-Term Values Fund is actively managed to achieve high capital growth by investing at least 75% in sustainable stocks from the Global Ethical Values Index (GEVX) on the Hamburg-Hannover exchange. The fund carefully selects securities based on sustainability criteria and aims to equally weight the top 100 GEVX companies, regularly rebalancing its portfolio to maintain this structure. While it uses the GEVX as a foundation for its investment choices, the fund’s holdings can differ significantly from the index, allowing it to build a diversified and ethically focused portfolio tailored for long-term value growth.