Vermögensmandat Strategie Ertrag

Vermögensmandat Strategie Ertrag is designed to preserve capital over the long term while generating steady earnings. Its portfolio is primarily composed of mortgage bonds, bank bonds, and government bonds, with the potential inclusion of corporate bonds, emerging market bond funds, and foreign currency bonds. About 30% of the investments are allocated to equities, focusing on eurozone equity bonus certificates, ETFs, and actively managed global funds. Additionally, the fund incorporates alternative and absolute return strategies to ensure a diversified and balanced investment approach.