Active funds
Below you will find all active funds (active management) that you can purchase through our company. You also have the option of comparing funds here.
Downloads: Form for reallocation (fund switch)
Below you will find all active funds (active management) that you can purchase through our company. You also have the option of comparing funds here.
Downloads: Form for reallocation (fund switch)
The bank uses the risk classification as part of its appropriateness assessment.
1 = security-orientated:Funds whose unit price hardly fluctuates or (in the short to medium term) only fluctuates relatively little; risks of loss, but also opportunities for gain, are relatively low; capital losses (in the medium to long term) are unlikely.
2 = growth-orientated:Funds whose unit price can fluctuate moderately to relatively strongly; risks of loss and opportunities for gains can be relatively high; temporary capital losses possible.
3 = risk-orientated:Funds whose unit price can fluctuate (very) strongly; the risk of loss and the chances of gain can be (above average) high; capital losses up to total loss are possible.
The risk indicator defined by the respective capital management/investment company as part of the ‘Key Information Documents pursuant to Regulation (EU) No. 1286/2014’ serves as a benchmark for the ‘risk classification of the funds’ by the bank. The risk class according to the bank's internal risk classification therefore does not necessarily correspond to the categorisation of the ‘Key Information Documents pursuant to Regulation (EU) No. 1286/2014’.
Source for fund documents:These fund documents were provided by the KVG (capital management company) or can be accessed via the platform www.fundinfo.com.