We classify our mutual funds according to strategies that pursue a conventional investment approach as defined in Article 6 of the EU Disclosure Regulation and sustainable strategies as defined in Article 8 of the EU Disclosure Regulation.
The conservative mixed fund has widely diversified investments worldwide mainly in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
The conservative mixed fund has widely diversified investments worldwide mainly in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
In comparison to the Bethmann Endowment Fund, this fund does not invest in bonds from developing countries (emerging markets) or high-yield bonds (high-yield).
The defensive balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 55% of the fund assets.
The balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 75% of the fund assets.
The globally and broadly diversified equity fund invests up to 100% in shares and share-related investments and may, if appropriate, include bonds and alternative investments where appropriate. The fund is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation).
We use a wide range of investment opportunities for the wealth management funds. These include shares, bonds, ETFs, commodities and liquid assets. Depending on your investment objectives, you can choose between different risk profiles: It is entirely your decision whether sustainability criteria are to be taken into account in the investment strategy (Article 8 of the EU Disclosure Regulation) or whether a conventional approach (Article 6 of the EU Disclosure Regulation) should be applied.
The conservative mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
The defensive balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 55% of the fund assets.
The balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 75% of the fund assets.
The globally and broadly diversified equity-oriented mixed fund invests up to 100% in shares and share-related investments and may include bonds and alternative investments where appropriate.
We classify our mutual funds according to strategies that pursue a conventional investment approach as defined in Article 6 of the EU Disclosure Regulation and sustainable strategies as defined in Article 8 of the EU Disclosure Regulation.
The conservative mixed fund has widely diversified investments worldwide mainly in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
The conservative mixed fund has widely diversified investments worldwide mainly in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
In comparison to the Bethmann Endowment Fund, this fund does not invest in bonds from developing countries (emerging markets) or high-yield bonds (high-yield).
The defensive balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 55% of the fund assets.
The balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 75% of the fund assets.
The globally and broadly diversified equity fund invests up to 100% in shares and share-related investments and may, if appropriate, include bonds and alternative investments where appropriate. The fund is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation).
We use a wide range of investment opportunities for the wealth management funds. These include shares, bonds, ETFs, commodities and liquid assets. Depending on your investment objectives, you can choose between different risk profiles: It is entirely your decision whether sustainability criteria are to be taken into account in the investment strategy (Article 8 of the EU Disclosure Regulation) or whether a conventional approach (Article 6 of the EU Disclosure Regulation) should be applied.
The conservative mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
The defensive balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 55% of the fund assets.
The balanced mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments. The proportion of shares and share-related investments may amount to up to 75% of the fund assets.
The globally and broadly diversified equity-oriented mixed fund invests up to 100% in shares and share-related investments and may include bonds and alternative investments where appropriate.
Depending on individual risk and return expectations, shares are a fundamental component of our clients' asset allocation. Our in-depth stock analyses based on quantitative and qualitative reviews form the basis for our investment decisions. We combine these competencies in the two mutual funds "Bethmann Shares Sustainability" and "Bethmann Megatrends", and give you access to our equity strategies.
The globally and broadly diversified equity-oriented mixed fund invests up to 100% in shares and share-like investments and may, where appropriate, include bonds and alternative investments to a lesser degree.
The global and broadly diversified equity fund invests up to 100% in shares and share-like investments and may, where appropriate, include bonds and alternative investments to a lesser degree. The fund is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation).
A megatrend describes a process of change that is expected to continue over the long-term and to bring about far-reaching structural changes, resulting in new growth potential. The fund invests up to 100% in shares that benefit from the identified megatrends or actively support the resulting change through their products and services.
The low interest rate environment necessitates more than ever an active management approach in order to find and exploit further earnings opportunities. We analyse, among other things, economic indicators, interest rate developments and the relative attractiveness of the individual bond market segments compared to the German federal bond as well as the average capital commitment period and complement the process with other factors in order to achieve an attractive risk-reward ratio.
The bond fund invests globally in interest-bearing securities issued by governments and companies as well as in money market instruments. The focus is on securities from issuers with a solid credit rating in the eurozone as well as investment grade corporate bonds. The fund is also managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation).
The pension fund invests exclusively in accordance with the criteria set out in the Social Code. Accordingly, the focus is on listed debt securities of issuers domiciled in the European Union, the European Economic Area and Switzerland that are denominated in euros and have an investment grade rating. The requirements of Section 83 SGB IV on the Investment of Reserves of Social Insurance Institutions are taken into account, as well as the relevant circulars of the Federal Insurance Office (in accordance with Article 8 of the EU Disclosure Regulation).
Our product range in mutual funds is complemented by thematic and target client-oriented solutions. Contrary to expectations, the two funds "Bethmann Endowment Fund" and "Bethmann SGB Sustainability" are not exclusively aimed at foundations or investors under the Social Code, but can be acquired by any investor. The "Bethmann Megatrends" focuses on the issues of the future and aims to profit from the growth potentials that arise from profound, structural changes in our world.
Megatrend describes a process of change that is expected to continue over the long-term and to bring about far-reaching structural changes, resulting in new growth potential. The fund invests up to 100% in shares that benefit from the identified megatrends or actively support the resulting change through their products and services.
The conservative mixed fund has widely diversified investments worldwide in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
The conservative mixed fund has widely diversified investments worldwide mainly in the asset classes of bonds and shares and, where appropriate, alternative investments and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation). The proportion of shares and share-related investments may amount to up to 30% of the fund assets.
In comparison to the Bethmann Endowment Fund, this fund does not invest in bonds from developing countries (emerging markets) or high yield bonds (high yield).
This bond fund invests mainly in listed debt securities of issuers domiciled in the European Union, the European Economic Area and Switzerland and is managed according to sustainability criteria (in accordance with Article 8 of the EU Disclosure Regulation).
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