Gothaer Multi Select I

The general objective of the fund is to achieve absolute positive returns regardless of market developments while focusing on capital preservation. The benchmark consists of 50% Euro STOXX 50 and 50% iBoxx EUR Overall 5-7 years. The fund aims to identify promising investment ideas within the permitted investment opportunities to achieve this objective.

The fund is exposed to a wide range of asset classes including stocks, bonds, money market instruments, precious metals, and investment units. At least 25% of the fund's assets are invested in stocks. The fund utilizes a dynamic approach to adjust the composition of its investment segments based on current market conditions, with the flexibility to invest in various instruments to achieve steady growth.

The fund may engage in derivative transactions to hedge positions, enhance returns, or speculate on market movements. The fund management has the discretion to change the selection and weighting of assets without prior notice to investors. While the fund's earnings are distributed, the management company may suspend redemptions in exceptional circumstances to protect investor interests.

https://www.gothaer-asset-management.de/fuer-anleger/produkte/gothaer-multi-select.htm