DKO-Optima (ISIN LU0092225969) is a conservative balanced fund investing in both international equities and bonds. It is suitable for investors with a medium to long-term time horizon.
Based on our fundamental investment strategy, DKO-Optima invests roughly 25% in equities and 75% in bonds. The manager switches between asset classes depending on the market situation, and so can react very flexibly to events. The maximum weighting in equities is 40%, the minimum 15%. The primary investment objective is sustainable capital growth, giving the fund a total return nature.
In equities, the fund invests in a broadly diversified portfolio of international stocks, also using funds. The bond focus is on government issues from EU member states denominated in euros. The fund also invests in Pfandbriefs and corporate bonds.
The conservative investment strategy combines regular income from bonds with the growth opportunities of equities.
PLEASE NOTE: The information provided above is classified as a promotion i.E. § 31 II WpHG (German Securities Trading Act). Past performance is no guarantee of future performance. Performance is shown excluding costs (Buy/Sale/Hold). A list of the funds rewards and risks is enclosed in the factsheet. This and other sales documents can be found in sector "Information". Please also read additional details Disclaimer.