The mixed asset management fund Bachelier UI pursues an opportunistic approach with the use of derivatives and a stock ratio of at least 51%. Distributions should cover the amount of the taxes to be paied by the investor on the generated income. The fund is not oriented towards a specific investment strategy such as value, growth or momentum. The use of derivatives should have a risk-reducing effect without at the same time limiting the chances of return.
The investment universe of the Fund is unrestricted and can consist of shares of both industrial and emerging countries. The same applies to the selection of fixed-income securities and convertible bonds, where hard currencies are the main focus.