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
Minimum ESG criteria in the investment process
In the investment process, defined minimum criteria on social and ecological aspects are taken into account. To assess these criteria, portfolio management relies on data provided by an independent sustainability rating agency. The consideration of such criteria does not imply that all investments made by the fund are sustainable or that the investment will achieve a specific environmental or social impact.
Further details on the specific design, scope and methodology of these minimum criteria, as well as any product-specific sustainability characteristics, are available exclusively in the fund’s current sales documents and pre-contractual disclosures.
Your goals – our strategies
Depending on whether your focus is on wealth preservation or asset accumulation, different investment strategies can be considered. Investors can choose from four strategies that differ in their allocation ranges across the asset classes equities, bonds and liquidity.
Broad Diversification – one solution
With one of our four funds, you gain access to a broad range ofmarkets, industries and asset classes through a single investment product, with no minimum investment amount.
A broadly diversified investment approach can help spread risk, although losses cannot be ruled out.
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
