SI SafeInvest R

SI SafeInvest is designed to achieve steady growth with manageable risk by primarily investing in equity funds and stock derivatives that closely track the stock market. About 80% of its portfolio is dedicated to funds that focus on ESG (Environmental, Social, and Governance), socially responsible investing, or climate protection. In addition to these, the fund holds individual stocks, stock-equivalent securities, interest-bearing instruments, bank deposits, money market tools, and other investment assets. This diversified mix aims to balance growth potential with risk control, ensuring the fund maintains its value over time.