Hypo Vorarlberg Ausgewogen Global A

The fund follows an active management approach without reference to a benchmark and aims for sustainable investments in accordance with Article 8 of Regulation (EU) No. 2019/2088. The investment policy aims to generate long-term capital growth while accepting medium to high fluctuations in value.

The fund is a mixed fund that is suitable for pension and severance pay provisions. At least 70% of the fund's assets are denominated in euros, with a maximum allocation of 50% to equities, equity-like securities, and equity funds. It may also invest up to 100% of the fund's assets in bonds, other securitized debt instruments, and money market instruments, with a minimum of 51% in investment-grade bonds from the Eurozone.

Investors should be aware that the fund may experience fluctuations in value, as it is exposed to market risks through investments in various asset classes. Additionally, the fund may use derivatives for investment and hedging purposes, with a maximum market risk potential of 200%. Investors should carefully consider their investment horizon, as the fund may not be suitable for those looking to withdraw their funds within a 7-year period.

https://www.hypovbg.at/fileadmin/Hypovbg/Content/Private_Banking/Hypo-Vorarlberg-Fonds_Ausgewogen-Global_Factsheet.pdf