HMT Aktien Value Protect ESG I

The fund aims to achieve high capital growth by investing at least 51% in equities selected based on sustainability criteria. It seeks diversified investment in a universe of global stocks from OECD countries through a three-step investment approach.

The fund follows a three-step investment approach, starting with the selection of individual stocks based on a rule-based fundamental data analysis to identify value stocks from global stock indices. These selected stocks then undergo a sustainability analysis (ESG) based on the criteria defined by MSCI® ESG Research LLC. The final component involves implementing hedging strategies using exchange-traded derivatives (stock options & stock index futures) to reduce the risk of extreme market downturns.

Investors should be aware that the fund may use derivative transactions to hedge positions or enhance returns, and the selection of assets is at the discretion of the fund management. The fund is managed without reference to a benchmark, and the investment policy may change within the fund's investment conditions. The fund is suitable for investors with a long-term investment horizon, and while income may be distributed, the management company may suspend redemptions in exceptional circumstances.

https://hmt-ag.de/dateien/aktien-value-protect-esg-esg-report