The DUI Wertefinder, awarded the seal of approval for outstanding asset management (Focus Money, 10/2021), is an asset-managing mixed fund that emphasizes good risk management and steady returns. Investments are made primarily in equities, corporate bonds and foreign currency bonds. The ideal building block for the basic portfolio with solid strategy and performance.
|Launching date Unit class||13. März 2008|
|Launching date Unit class||22. November 2019|
The fund has taken ESG criteria into account since May 1, 2020. We have engaged an external sustainability auditor for this purpose: Sustainalytics, which is part of Morningstar, reviews the positions in our funds for ESG criteria. The DUI value finder is aligned in such a way that the stocks included correspond on average to a LowRisk Rating from Sustainalytics.
Willi Ufer has been managing the DUI Wertefinder