Invested in a targeted manner - with our variety of strategy

Benefit from the outstanding expertise of our professional asset management

With NORD/LB Funds, we offer you the opportunity to invest in the results of our investment process in the form of a single fund. Our objective is to invest the assets under management in the fund with the best possible return but with low risk on the capital markets. Analogous to individual asset management strategies, the following sub-funds can be selected here:

  • NORD/LB Pension Strategy
  • NORD/LB Portfolio Defensiv
  • NORD/LB Portfolio Balanced
  • NORD/LB Stock

Sustainability always in mind

We take social, environmental and ethical considerations into account in all investment decisions. To this end, we have defined sustainable minimum standards for our investment process. Our portfolio management team works closely with one of the leading independent sustainability rating agencies.

Your goals - our strategies

Whether the focus is on preserving capital or building up assets – we have the right strategy! Depending on your personal return target and security needs, you can choose between 4 different investment strategies. These differ in terms of different bandwidths for the asset classes of equities, bonds and liquidity.

The full range of investments

With one of our four funds, you invest in entire markets, different sectors and different asset classes. All with just one product and no minimum investment. The broad diversification of your investment allows you to benefit from spreading risk.

Do you have any questions? Feel free to contact us.

Investment fund opportunities and risks

Opportunities
- Price increases in the equity segment due to market, industry and company-related factors
- Exchange rate opportunities in the bond segment due to changes in interest rates and debtor credit rating
- Risk diversification through global investment in equities, interest-bearing securities and money market assets
- Broad diversification by company, country and sector in the equity segment
- Broad diversification by debtor and maturity in the bond segment
- Objective selection and weighting of all financial instruments based on fundamental and technical analyses

Risks
- Price losses due to changes in the value of investments in the equity and/or bond segment
- The value of managed assets may fall below the initial value (no capital guarantee)
- Rising interest rates on the capital market can lead to price losses on interest-bearing investments
- A deterioration in the credit rating (up to payment default) of individual bond debtors (e.g. states or companies) can lead to price losses in the bond segment
- Supply and demand-related restrictions on the tradability of financial instruments can lead to the permanent or temporary inability to sell investments or only at prices that are not in line with the market
- Additional incidental costs incurred (transaction costs, commissions) can affect performance
- Environmental, social or governance events or conditions may have a negative impact on the investment.

Your contact persons