VV-Strategie Wertstrategie 30 T1

VV-Strategie Wertstrategie 30 aims to deliver long-term, above-average growth in euros by building a diversified portfolio that includes stocks and stock-like securities, fixed and variable rate bonds, zero-coupon bonds, certificates, money market instruments, convertible bonds, shares in open UCITS-compliant funds, debentures, and option bonds. Typically, up to 30% of the fund’s assets are invested directly in equities or equity-related instruments such as stock and stock index certificates and open UCITS-compliant equity or equity index funds. The fund primarily invests in euros and other European and OECD member currencies, with the management actively selecting individual assets and using derivatives to hedge positions or enhance returns.