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"Help with a Plan"-Foundation Fund
The “Help with a Plan”-Foundation fund pursues a broadly diversified investment strategy across various asset classes – in particular equities, bonds, and alternative investments. The fund's objective is to promote specific environmental and/or social characteristics and thus make a positive contribution to sustainable development.
To meet this requirement, the fund aims to allocate at least 65% of its portfolio to target investments that achieve a score of at least 2.0 in Kontora Kapitalverwaltungs GmbH's ESG scoring model. The ESG rating is based primarily on the United Nations Sustainable Development Goals (SDGs) and their specific sub-goals. In addition, the fund takes into account the principles of good corporate governance, including aspects such as tax compliance, documented control systems, strategic management, transparent reporting, and a responsible remuneration policy.
For detailed information on the ESG characteristics of the "Help with a Plan"-Foundation Fund, please refer to the document linked here in accordance with Art. 10 of the Disclosure Regulation.
Basic Data
Trade Information
Target Allocation SAA
Fund Manager
Portfolio Manager
