VPV-Spezial Amundi R DA
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General Objective
The fund aims to achieve its investment objective by actively managing investments in European equities and fixed income securities. The fund may also invest in asset classes, currencies, regions, and assets outside the benchmark index, and use derivatives for hedging, speculative purposes, and efficient portfolio management.
Fund Exposure
At least 51% of the fund's value is invested in fully paid-up shares and interest-bearing securities issued by companies based in Europe, with the value of equities in the fund not falling below 70% of the fund's total value. The fund may also invest in asset classes, currencies, regions, and assets outside the benchmark index, and use derivatives for hedging, speculative purposes, and efficient portfolio management.
Risks
The fund is classified as level 5 in terms of risk and return, indicating moderate fluctuations in the share price and therefore moderate potential for both losses and gains. Additionally, there is a counterparty risk where the fund may incur losses if third parties with whom the fund has entered into derivative transactions fail to meet their obligations.