Hartz Regehr Vermögens-Fonds B

The main objective of the fund is to participate in the performance of global stock markets. The fund aims to reduce price fluctuations by including a portion of fixed-income securities in its portfolio. The fund actively invests in stocks and bonds, with the proportion of stocks typically ranging between 40 and 60 percent of the fund's assets.

The fund primarily invests in individual securities, listed index funds, and actively managed funds from various providers covering established markets, as well as specific regions (such as Emerging Markets) and sectors. The fixed-income investments mainly consist of government bonds, covered bonds, and corporate bonds predominantly denominated in euros. Additionally, the fund may include investments in commodities and certificates, while avoiding futures contracts, derivatives, and certificates on agricultural products and food.

The fund's investment decisions are based on the assessment of the fund manager Hartz, Regehr & Partner, who actively seeks promising investment opportunities with the potential for good performance. The fund's discretionary management involves actively selecting investment securities without benchmark constraints, focusing on a flexible portfolio composition and security selection as the key means to implement the investment strategy. The fund's active investment process and issuer selection rely on in-depth market analysis and macroeconomic studies on regional and sectoral developments, combining Top-Down and Bottom-Up analyses to guide strategic decisions on allocation, security selection, and duration. The fund manager adheres to the "Principles for Responsible Investment" of the United Nations (UN PRI) throughout the investment cycle and complies with the requirements of the UN Global Compact, monitoring portfolio companies for controversial business activities related to human rights, labor rights, and corporate misconduct. ESG criteria (Environmental, Social, and Governance) are systematically considered in the portfolio construction process.

https://hartz-regehr.de/