Schmitz & Partner Global Defensiv

Schmitz & Partner Global Defensiv is a globally focused mixed fund that invests primarily in government and corporate bonds, as well as in equity funds and individual stocks. The portfolio allocates up to 50% to equities and equity funds, while the remaining investments are in fixed-income securities. The fund utilizes actively managed target funds from both established companies and specialized boutique firms, covering major global markets as well as specific regions and themes. Managed by FRANKFURTTRUST Invest Luxemburg AG with advice from SCHMITZ & PARTNER AG Privates Depot management, the fund aims to participate in the growth of global bond and equity markets.