Perspektive Small- & MidCap Opportunity Fonds I

The Perspektive Small- & MidCap Opp Fonds seeks long-term capital growth by investing in a diversified global portfolio primarily composed of small and mid-cap companies with market capitalizations below €10 billion at the time of acquisition. The fund focuses on businesses with strong business models and above-average growth prospects and may also include corporate bonds in its investments. Additionally, at least 51% of the fund’s assets are allocated to equities and similar securities selected based on sustainability criteria, ensuring that the chosen companies meet ecological and social standards and demonstrate good corporate governance. This combination aims to balance growth opportunities with a commitment to sustainable and responsibly managed companies.