HMT Aktien Value Protect ESG I

HMT Aktien Value Protect ESG is an actively managed fund that aims for high capital growth by primarily investing in sustainable global stocks from OECD countries. The portfolio consists of value-oriented companies selected through a robust fundamental analysis to ensure reliable financial metrics. These selected stocks are then evaluated for their environmental, social, and governance (ESG) performance using MSCI ESG ratings and specific negative criteria set by HM Trust AG. Additionally, the fund incorporates hedging strategies with traded derivatives to protect against significant market declines. This approach ensures a diversified and sustainability-focused investment portfolio.