IP Fonds - FIS Stiftung & Vermögen A

The main objective of the IP Multi-Flex fund is to provide investors with a balanced mixed fund that aims for stable and positive performance in terms of security, income, and growth.

The fund's investment policy focuses on diversifying the portfolio across various asset classes, managing risks, and carefully selecting individual investments. The fund can invest in a wide range of asset types, including traditional assets (stocks, bonds, money market instruments, cash/deposits, and investment fund shares) as well as higher-risk instruments (convertible/options bonds, preferred shares, zero-coupon bonds, permissible certificates/structured products, and investments in Emerging Markets). The fund is actively managed without reference to a benchmark.

The fund may use derivative financial instruments and techniques allowed by law to manage assets optimally and/or hedge against market price fluctuations. The fund does not invest in Asset Backed Securities (ABS) or Mortgage Backed Securities (MBS) and does not engage in securities financing transactions or Total Return Swaps. The fund managers monitor daily developments in international money, capital, and foreign exchange markets and use appropriate methods for risk monitoring and control to react promptly to market changes.

https://www.consorsbank.de/web/Wertpapier/Fonds/Fis_Stiftung__Vermoegen___A_Eur_Dis-LU1837202529/Profil