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Funds

SDG Evolution Flexibel FNG-Siegel

Video SDG Evolution Flexibel AK I

FUND PROFILE

The management of the fund is based on our investment philosophy: Focused, active and consistent management is our core premise. The fund combines a multi-asset approach with a focus on capital preservation and sustainability:

Capital preservation is paramount, as is the achievement of an attractive annualised return, independent of the market. To achieve these objectives, the management of the fund is not governed by any restrictive benchmarks and is not subject to investment ratio constraints.

Apart from its diversification, it also features active allocation management, the strict budgeting of risk positions at both fund and individual stock level and flexible position size management.

The investment process makes use of various forms of capital market analysis. It is aimed at macroeconomic components on a strategic level (fundamental analysis). On a tactical level, which assumes a high priority within the dynamic investment concept, the decisions are primarily based on market technical analysis, but also on the analysis of the modern financial theories, e.g. behavioural approaches and market micro-structures.
The fund management focuses on investment in fixed income securities, equities and currency positions, which offer an attractive balance between risk and return.

The bond share is made up of a broad basket of government bonds, covered bonds, corporate bonds and financial bonds - with a preference for selected green bonds. The equity ratio generally remains between 20 % and 30 %. The focus is on investments in European issuers.

The funds will invest primarily in securities from issuers who manage their business sustainably. Sustainability here implies a future-proof corporate policy, which operates with the strategic inclusion of economic, environmental and social aspects. The focus here is on the objective of ensuring long-term business success and sustainable growth, taking into consideration human and the environment.

Fund Data

Mayence Fair Value Bond FondsFNG-Siegel

Video Mayence Fair Value Bond Fonds

FUND PROFILE

The management of the fund is based on our investment philosophy: Focused, active and consistent management is our core premise. The fund combines an active bond management approach with a focus on capital preservation and sustainability:

Capital preservation is paramount, as is the achievement of an attractive annualised return, independent of the market. To achieve these objectives, the management of the fund is not governed by any restrictive benchmarks and is not subject to investment ratio constraints.

Apart from its diversification, it also features active allocation management, the strict budgeting of risk positions at both fund and individual bond level and flexible position size management.

The investment process makes use of various forms of capital market analysis. It is aimed at macroeconomic components on a strategic level (fundamental analysis). On a tactical level, which assumes a high priority within the dynamic investment concept, the decisions are primarily based on fundamental analysis, but also on the analysis of the modern financial theories, e.g. behavioural approaches and market micro-structures.
The fund management focuses on investment in fixed income securities and currency positions, which offer an attractive balance between risk and return.

The bond share is made up of a broad basket of government bonds, covered bonds, corporate bonds and financial bonds - with a preference for selected green bonds. The focus is on investments in European issuers.

The funds will invest primarily in securities from issuers who manage their business sustainably. Sustainability here implies a future-proof corporate policy, which operates with the strategic inclusion of economic, environmental and social aspects. The focus here is on the objective of ensuring long-term business success and sustainable growth, taking into consideration human and the environment.

ESG Portfolio Management GmbH provides financial services that comprise investment broking and investment advice, solely for the account and under the liability of AHP Capital Management GmbH, Weißfrauenstraße 12-16, 60311 Frankfurt am Main (section 2 (10) KWG).