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The investment universe consists of shares in innovative growth companies around the world, but this can also be interpreted flexibly depending on the market phase. This means that not only growth companies have to be included in the portfolio. Investment decisions are made based on fundamental, comprehensive research, but momentum and quality can also play a role. No benchmark is followed and there are no target volatilities. Investments are made primarily in equities and cash. Derivatives are not part of the strategy, but can also not be excluded in exceptional situations. The fund does not track a securities index, nor does the company use a fixed benchmark for the fund. The fund management actively decides on the selection of assets at its own discretion, taking into account analyses and valuations of companies as well as economic and political developments. It aims to outperform the broad market over the long term.
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