Globalance Zukunftbeweger focused B CHF

Globalance Zukunftbeweger focused is an actively managed equity fund aimed at long-term capital growth by investing primarily in stocks and equity-like securities that support global sustainable themes such as the energy revolution, circular economy, mobility solutions, megacities, and quality of life improvements. At least 60% of the fund's assets are allocated to these forward-thinking equities, while up to 40% can be held in cash and cash equivalents, and up to 20% in structured products. The fund invests globally without specific regional or currency restrictions, including participation in the Chinese market through the Stock Connect program, and may also use derivatives for various investment purposes.