Perspektive Small- & MidCap Opportunity Fonds I

The fund aims for long-term capital growth by investing in a diversified global equity portfolio, with a focus on small and mid-cap companies with solid business models and above-average growth prospects. Additionally, the fund may also invest in corporate bonds and considers sustainability criteria in its investment selection process.

The fund invests at least 51% of its assets in equities and equity equivalent securities selected based on sustainability criteria and analyzed by a recognized provider of sustainability research. The investment strategy also considers environmental, social, and governance factors of the invested companies. The fund does not track a specific index and the investment decisions are actively made by the fund manager.

Investors should be aware that the fund's management may use derivative transactions for hedging, efficient portfolio management, and generating additional returns, including for speculative purposes. The fund may also suspend redemptions in exceptional circumstances, considering the interests of investors. Additionally, investors looking to withdraw their investment within a 5-year timeframe may find this fund unsuitable.

https://www.hansainvest.com/en/funds/details/1486