Vermögenspooling Fonds Nr. 2

Vermögenspooling Fonds Nr. 2 aims to generate regular income while preserving capital over the medium term through a actively managed portfolio. The fund allocates up to 50% of its assets to equities, including other equity funds, and invests the remaining portion in interest-bearing securities such as government bonds, covered bonds, and corporate bonds from both domestic and international issuers. It limits investments in lower-rated bonds (BBB- or worse) to a maximum of 15%. Additionally, the fund emphasizes sustainability by incorporating environmental, social, and ethical standards into its investment decisions. The portfolio is carefully selected by two professional management companies without following any specific index, ensuring a tailored investment approach.