VV-Strategie BW-Bank Ausgewogen T5
ISIN LU0406299122 / Valor 1689850
VV-Strategie BW-Bank Ausgewogen T5
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VV-Strategie – BW-Bank Ausgewogen is an actively managed fund focused on achieving long-term, above-average growth in euros. It builds a diverse portfolio by investing in a variety of assets, including stocks and equity-like securities, different types of bonds such as fixed-rate, variable-rate, and zero-coupon bonds, money market instruments, convertible bonds, shares in other investment funds, debentures, option bonds, and certificates. The fund dedicates up to 50% of its assets to equities or similar investments and ensures that at least 25% is allocated to equity participations. Additionally, it uses derivatives to enhance returns or manage risks, adjusting its investment focus between stocks and bonds based on market conditions.
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