KCD-Union Nachhaltig MIX aims to achieve long-term capital growth and competitive returns by primarily investing over half of its portfolio in euro-denominated bonds and stocks from EU, EEA, or UK-listed companies that adhere to sustainable practices. Up to 49% of the fund may be allocated to money market instruments or bank deposits. Additionally, the fund uses derivatives for investment and protection purposes. The portfolio is managed actively to follow and seek to outperform a balanced benchmark consisting of major European indices and bonds, allowing for significant adjustments in asset weights to enhance performance.