Wealth Fund-H2 Progressive Professional

The main objective of this fund is to achieve long-term high returns in Euro with low volatility. The fund invests predominantly worldwide in equities, bonds, money market instruments, cash deposits, target funds, and structured products (e.g. certificates) to achieve this goal. The fund may also invest up to 100% of its assets in each of the mentioned asset classes within the legally permissible limits. The use of derivative financial instruments for portfolio hedging and performance optimization is also part of the investment strategy.

The fund's exposure includes a mix of equities, bonds, money market instruments, cash deposits, target funds, and structured products. The fund does not follow a reference index and the selection of individual securities and fund management is based on the assessment of the fund advisor, Prof. Dr. Christof Helberger, Helberger Vermögensverwaltung, Berlin.

Investors should be aware that this fund may not be suitable for those looking to withdraw their money from the fund within a 5-year period. Additionally, as with any investment fund, there are inherent risks associated with market fluctuations, changes in interest rates, credit risks, and the use of derivative financial instruments for hedging and optimization purposes. Investors should carefully consider these risks before investing in the fund.

https://www.consorsbank.de/web/Wertpapier/Fonds/Wealth_Fund___H2progressive_Professional-LU0939909601