Globalance Sokrates Fund
As a fund of fund, Globalance Sokrates Fund allows to cover in one investment critical sustainable themes as well as multiple asset classes. The strategy invests, for example, in renewable energy, energy efficiency, water and innovative materials. Investments are managed dynamically and include money market, equities and bonds, as well real estate and commodities.
This strategy facilitates the weighting of those asset classes in a way that mirrors the Globalance investment team’s assessment of current and upcoming market developments. On the basis of those weightings, Sokrates establishes positions in the sustainability investment vehicles available for each asset class.
The appeal to investors lies in the dynamic selection of sustainability-related investment opportunities and the profit potential of future-oriented themes.
Net Asset Value
Key Investor Information Document (KIID - in German only)