The tax treatment depends on the personal circumstances of the respective customer and may be subject to change in the future. Additional explanations of terms can be found in our glossary. Information on advertised ESG features can be found here. Awards and years of experience do not guarantee investment success. You can find references to the awards here.
Fund Manager
Performance in % since inception
Price since inception
Rolling Performance over 10 Years in %
Performance in %
Opportunities & Risks
Top Ten Holdings in % of Fund Volume
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
Active risk management through a proven option strategy
Growth opportunities offered by top European companies with global operations
Stable investment concept, proven in many stock market phases
Risks
Price risks of bonds with rising interest rates
Equities bear the risk of stronger price declines
Country, creditworthiness and liquidity risks of issuers
The Fund is Suitable for Investors
seeking to minimize risk compared to a direct investment in individual shares