product: globalance:fund_sokrates_e_eur
Data license: CC-BY-4.0 · Data source: bankproducts.info
This data as json
| id | bank_id | category | name | currency | client_type | target_group | description | valid_from | source_document_id | bpg | access_tier | is_tailored | notice_period_days | iso_account_type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| globalance:fund_sokrates_e_eur | globalance | fund_account | Globalance Sokrates Fund — Anteilsklasse E (EUR) | EUR | private | wealthy | Gemischter (mixed/balanced) OGAW-Teilfonds. ISIN LU1502923284. Umbrella: Globalance (Luxembourg). Verwaltungsgesellschaft: MultiConcept Fund Management S.A. (UBS Group). Depotstelle: UBS Europe SE Luxembourg Branch. Article 8 SFDR (foerdert ESG-Kriterien). Bis zu 90% in IG-Anleihen (BBB-/Baa3 min.), bis zu 50% Aktien + REITs/Immo, bis zu 15% Alternatives (CoCos, ILS/CAT Bonds, Private Equity). SRI risk 3/7. Empfohlene Haltedauer 5 Jahre. Keine Performance-Gebuehr. Taegliche Liquiditaet. Aktiv verwaltet, benchmarkunabhaengig. | BPG003XANCHY | free | 0 |