Vermögenswerte Global VV I

Vermögenswerte Global VV aims to achieve balanced growth by investing its entire assets in a diverse range of securities. The portfolio includes at least 25% in stocks, with the possibility of holding a larger share depending on market conditions. In addition to equities, the fund invests in bonds, money market instruments, structured products, derivatives, bank deposits, and up to 10% in investment funds. It adapts its investment strategies based on economic cycles, combining approaches like value and growth investing to maintain strong performance through different economic phases. The fund also includes indirect investments in precious metals through certificates, ensuring a well-rounded and resilient portfolio.