SUPERIOR 3 - Ethik A

The fund aims to increase the invested capital in the long term while considering ethical criteria. It is suitable for investing pension provisions according to specific regulations.

The fund invests at least 51% of its assets in bonds and stocks (and stock equivalent securities) selected based on ethical and sustainable criteria. It may also hold up to 20% of its assets in stocks. Money market instruments can represent up to 49% of the fund's assets, and derivative instruments can be used for up to 49% of the fund's assets.

The fund is actively managed, which may lead to higher transaction costs compared to passively managed funds. Additionally, the use of derivative instruments as part of the investment strategy can increase the risk of losses. The fund may also temporarily hold a higher proportion of cash or short-term deposits in case of potential losses in securities.

https://www.securitykag.at/f/superior-3-ethik/