Phaidros Funds - Schumpeter Aktien B
ISIN LU1877914215 / Valor 43626738
Phaidros Funds - Schumpeter Aktien B
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Phaidros Funds - Schumpeter Aktien is an actively managed fund that invests in innovative companies disrupting their industries (“creative destroyers”) and dominant businesses with strong market positions and stable earnings (“monopolists”). The portfolio primarily consists of value-oriented stocks with low volatility, aiming to capture steady returns from established market leaders rather than focusing solely on growth. In addition to equities, the fund includes certificates, other selected funds, fixed deposits, derivatives, and liquid assets to build a diversified and robust investment portfolio.
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