Investment philosophy

The fund invests mainly in companies that were pre-selected on the basis of artificial intelligence or other quantitative models. Our classic value filters are subsequently applied. At the end, we conduct a manual check. This results in a portfolio of 50 equally weighted titles. An additional "overlay management" is used to prevent excessive risks. The forecasts for equity markets, which are prepared from all of the data, form the basis for the investment exposure. The economic rate of investment is controlled with a synthetic long or short position. The fund is invested in accordance with Art. 8 of the EU Disclosure Regulation. ACATIS has defined 54 sustainability criteria that investors have rated as "very important". Exclusion criteria were defined by the majority of those surveyed. Companies that breach these requirements are only supposed to be included in the portfolio if their cumulative portion does not exceed 10% of fund assets.

Announcement: Amendment to the General Terms and Conditions of Investment, April 2025