Raiffeisen- Mehrwert-ESG 2028 (RZ) A
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General Objective
The Raiffeisen-Mehrwert-ESG 2028 (R) is a bond fund that aims to generate regular income for investors. The fund has a limited duration, ending on April 28, 2028. It invests solely in securities and/or money market instruments issued by entities that have been classified as sustainable based on ESG criteria (Environmental, Social, Governance).
Fund Exposure
At least 51% of the fund's assets are invested in bonds and/or money market instruments. The fund excludes investments in companies in the arms industry, those violating labor and human rights, or generating a substantial portion of revenue from coal-related activities. It also avoids companies involved in the production of "prohibited" weapons and those not meeting certain quality standards. The fund may use derivative instruments for investment purposes and hedging strategies.
Risks
Investors should be aware that the fund's value may fluctuate based on market conditions and the performance of the underlying securities. Additionally, there are risks associated with investing in bonds and money market instruments, including interest rate risk, credit risk, and market risk. It is important for investors to carefully consider these risks before investing in the fund.