Fidelity Demografiefonds Konservativ A - Acc

The Fidelity Demografiefonds Konservativ is managed with the aim of achieving a better long-term investment result than cash deposits.
The company aims to achieve a balanced risk/return profile for the investment fund, taking into account socially and environmentally responsible investment criteria (ESG criteria) within the meaning of Art. 8 of Regulation (EU) 2019/2088. The investment concept of a defensive, global mixed fund is intended to offer investors the possibility of a diversified investment. An ongoing review of the global capital markets is intended to ensure optimization of the portfolio components in terms of geographical focus and types of securities. Qualitative and quantitative analysis and selection methods are designed to identify high-quality securities (investment grade bonds) as well as equity funds and take them into account in the allocation. This selection process can take into account macroeconomic, company-specific and political developments, but is not limited to this. Active discretionary management of portfolio risk and return profile can lead to regular rebalancing. Individual security, market and currency risks are continuously reviewed and, where possible, actively managed or minimized by the fund management through the use of derivatives.