The balanced mixed fund has widely diversified investments worldwide in the asset classes of liquidity, pensions, shares and, where appropriate, alternative investments.The proportion of shares and share-related investments may amount to up to 55% of the fund assets.
For us, sustainability is an integral part of corporate responsibility. We have, of course, also consistently aligned the "Bethmann Nachhaltigkeit Defensiv Ausgewogen" with our stringent sustainability criteria. In selecting companies, countries and organisations, we take ecological, social and entrepreneurial aspects into account.
The Sustainability Advisory Board, founded in 2011, is an important driving force in our sustainability process. The external members advise our investment team with their socio-ethical and scientific know-how on fundamental questions of sustainability. They support our wealth management in aligning criteria for sustainable investments according to new scientific and social developments and assists in reviewing investments with regard to their sustainability.
The share class A is aimed at private investors and is freely available for purchase.
This share class R is aimed at external distribution companies.
We combine the expertise of our internal and external specialists.