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DUI Wertefinder (mixed fund)
 

Investment strategy & fund data

Investment strategy

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.

Fund data (Unitclass I)

ISIN DE000A0NEBA1
WKN A0NEBA
Asset class Multi-Asset
region global
Fund currency EUR
Launching date Unit class 13. März 2008

Fund data (Unitclass R)

ISIN DE000A2PMX8
WKN A2PMX8
Asset class Multi-Asset
region global
Fund currency EUR
Launching date Unit class 22. November 2019

Management

ESG-conformity

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.

 

Portfoliomanager

Willi Ufer has been managing the DUI Wertefinder

since 2016

 

Rewards

documents of the product