Anlageziel

R-Südtirol is a mixed fund whose investment goal is, in particular, moderate capital growth. It invests at least 51% of the fund assets in units in other investment funds that are classified as sustainable. Units in investment funds are selected primarily on the basis of the quality of the investment process, their performance and their risk management. At the individual stock level (i.e., not including derivative instruments and sight deposits or deposits at notice), the fund exclusively invests in securities and money market instruments whose issuers have been classified as sustainable on the basis of ESG criteria. Together with equities issued by financial institutions, subordinated bonds issued by financial institutions may comprise up to 12 % of the fund’s assets. The fund may also invest in securities, in bonds and money market instruments issued by countries, supranational issues and/or companies etc. and in sight deposits and deposits at notice.