The fund's investment objective is long-term capital growth, which will be pursued through the active management of investments in equities in the sectors of raw materials and energy. At least 85% of the fund's assets is invested in shares, and at least 80% is placed in shares issued in the industry sectors of raw materials extraction and processing, and energy. Less than 10% of the fund's assets is allocated to units of other funds. The fund's portfolio can be hedged against declining values with derivative financial instruments (put options). As a rule, hedging decreases a fund's risk but also its yield. The fund may not be suitable for investors intending to withdraw their money within less than five years.
Additional information about certain subfunds of the KD Umbrella Fund are available in Slovene language only. By clicking the link below you are going to be transferred to the Slovene version of the page www.kd-skladi.si.
Description of subfunds of the KD Umbrella Fund