ESG MIX 50

Responsible investment – a typical mixed fund with a 50% share of global equities in companies actively following sustainable economic development and environmental protection policy, social principles and the principles of sustainable management.

Performance goal and investment strategy
Mixed fund ESG Mix 50 – responsible investment is a comprehensive investment portfolio, which actively takes into account sustainable economic development and environmental protection, social principles and the principles of sustainable management. So the fund’s portfolio manager actively looks for attractive and long-term stable investment opportunities in securities of issuers that take into account social, ethical and environmental aspects. The fund optimally allocates assets among several classes of assets and is suitable for experienced and yield-oriented investors who look for a higher return through investment in one fund in a long-term investment horizon. However, they are willing to accept any increased volatility of the value of their investments for its duration. The share of dynamic assets – stocks in the fund which fluctuates around 50% in the long term, offers very interesting room for a return. The conservative part, which consists mainly of a broad spectrum of bonds, adds to the fund’s stability and provides the portfolio with weighted risk. This investment can offer an attractive return while maintaining the recommended investment horizon.

Performance goal and investment strategy

Mixed fund ESG Mix 50 – responsible investment is a comprehensive investment portfolio, which actively takes into account sustainable economic development and environmental protection, social principles and the principles of sustainable management. So the fund’s portfolio manager actively looks for attractive and long-term stable investment opportunities in securities of issuers that take into account social, ethical and environmental aspects. The fund optimally allocates assets among several classes of assets and is suitable for experienced and yield-oriented investors who look for a higher return through investment in one fund in a long-term investment horizon. However, they are willing to accept any increased volatility of the value of their investments for its duration. The share of dynamic assets – stocks in the fund which fluctuates around 50% in the long term, offers very interesting room for a return. The conservative part, which consists mainly of a broad spectrum of bonds, adds to the fund’s stability and provides the portfolio with weighted risk. This investment can offer an attractive return while maintaining the recommended investment horizon.

Performance (2024/04/18)
Period	YTD	6m	1Y (% p a)	3Y (% p a)	5Y (% p a)	10Y (% p a)	since inc. (% p a)
Perf	1.85	9.59	10.59	0.27	1.55	-	1.36

Annual performance in % (2024/04/18)
Period	2019	2020	2021	2022	2023
Perf	11.25	2.30	3.91	-13.99	12.09

Minimum & maximum performance in % p.a. (2024/04/18)
1Y	17.33
	-17.11
3Y	5.96
	-3.97
5Y	3.77
	-2.19

Disclaimer
The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.

Disclaimer

The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.