Home
Movement
Investments
Education
Blog
Plans
Oddo BHF Polaris Moderate DIW EUR header image

Oddo BHF Polaris Moderate DIW EUR

Fund

ISIN DE000A2P5QB8 / Valor 55528312

NAV (2025-11-24)
EUR 1,095.57+0.27%

Oddo BHF Polaris Moderate DIW EUR
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

ODDO BHF Polaris Moderate is a globally diversified multi-asset fund that adopts a moderate investment approach. It allocates up to 40% of its portfolio to equities, focusing on companies in Europe, the United States, and Emerging Markets. The majority of the remaining investments are in high-quality investment-grade bonds, and up to 10% can be invested in gold through certificates or similar instruments. The fund aims to balance growth and stability by minimizing large price fluctuations while seeking additional returns beyond bond investments, all while incorporating environmental, social, and governance (ESG) criteria.

Content summarized by AI chatbot
Tags:
esg msci world asset allocation

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Oddo BHF Polaris Moderate CR EUR
Oddo BHF Polaris Moderate CR EUR Oddo BHF Polaris Moderate CR EUR Valor: 43754014
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 124.04
Oddo BHF Polaris Moderate CN EUR
Oddo BHF Polaris Moderate CN EUR Oddo BHF Polaris Moderate CN EUR Valor: 43754011
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 124.78
Oddo BHF Polaris Moderate DI EUR
Oddo BHF Polaris Moderate DI EUR Oddo BHF Polaris Moderate DI EUR Valor: 55528300
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%EUR 1,123.56
Oddo BHF Polaris Moderate DRW-EUR
Oddo BHF Polaris Moderate DRW-EUR Oddo BHF Polaris Moderate DRW-EUR Valor: 2224289
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%EUR 77.48
Oddo BHF Polaris Moderate GC EUR
Oddo BHF Polaris Moderate GC EUR Oddo BHF Polaris Moderate GC EUR Valor: 43753975
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 127.00
Oddo BHF Polaris Moderate CN CHF H
Oddo BHF Polaris Moderate CN CHF H Oddo BHF Polaris Moderate CN CHF H Valor: 55528372
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%CHF 103.56
Oddo BHF Polaris Moderate CIW EUR
Oddo BHF Polaris Moderate CIW EUR Oddo BHF Polaris Moderate CIW EUR Valor: 55528315
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%EUR 1,162.88
Oddo BHF Polaris Moderate CNW-EUR
Oddo BHF Polaris Moderate CNW-EUR Oddo BHF Polaris Moderate CNW-EUR Valor: 42275285
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 124.45
Oddo BHF Polaris Moderate Cl EUR
Oddo BHF Polaris Moderate Cl EUR Oddo BHF Polaris Moderate Cl EUR Valor: 43753926
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 1,276.03
SIXFactSetClearbitLogos provided by Clearbit