Kapital Plus primarily invests in high-quality Euro-denominated bonds from industrialized countries with maturities up to nine years, ensuring that over 90% of its assets support sustainable or socially responsible initiatives. Additionally, the fund allocates between 20% and 40% of its portfolio to shares of European-based companies, aiming for long-term capital growth. The active management approach allows Kapital Plus to select and weight its investments to not only align with but also potentially outperform the relevant European benchmarks, all while maintaining a strong focus on environmental and social sustainability.
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bloomberg euro aggregate indexeuropean bondssustainable investments
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OTHER SHARE CLASSES OF THIS FUND
Kapital Plus I EUR
Kapital Plus I EUR
Kapital Plus I EUR
Valor: 24775105
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 1,158.88
Kapital Plus Multi Asset 30 CT EUR
Kapital Plus Multi Asset 30 CT EUR
Kapital Plus Multi Asset 30 CT EUR
Valor: 51744142
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 101.21
Kapital Plus P12 (EUR)
Kapital Plus P12 (EUR)
Kapital Plus P12 (EUR)
Valor: 13721753
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 975.04
Kapital Plus R EUR
Kapital Plus R EUR
Kapital Plus R EUR
Valor: 39233074
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 104.60
Kapital Plus P2 EUR
Kapital Plus P2 EUR
Kapital Plus P2 EUR
Valor: 23921375
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 1,204.74
Kapital Plus P EUR
Kapital Plus P EUR
Kapital Plus P EUR
Valor: 30190749