Sustainable investment natural resources

Invest sustainably in commodities? institutional investors such as asset managers and pension funds and private investors are looking for alternative ways to invest in natural resources. Here you will find information on how you can invest safely, easily and profitably in a commodity fund on a sustainable basis.

Sustainable investment in natural resources with the THESAURO FONDS VALOR

Do you want to make sustainable investments in natural resources?
  • THESAURO VALOR is a sustainable commodities fund of funds that complies with the latest European directives, requirements, norms and standards (UCITS).
  • With THESAURO VALOR you can invest in commodities in a simple, safe and profitable way.
  • Qualified theme-specialised fund managers select natural resource stocks in target funds managed by them.
  • THESAURO VALOR participates in the results of the specialists.
  • Due to the broad diversification into many managers and asset classes within the promising topic of natural resources, the conventional risk of theme funds is reduced.
  • The so-called fluctuation margin of the fund price decreases or is put into perspective.
  • The sustainable natural resources fund of funds Valor with its share of precious metal funds is also often used as a crisis instrument.
  • An optimal supplement for every portfolio and every investor who wants to participate in rising resources prices relatively crisis-proof.
    As a sustainable natural resources fund of funds, Valor pays particular attention to investment rather than betting on “real” values, i.e. the actual asset value of companies and/or natural resources.
    At the same time, the sustainable natural resources fund VALOR persistently tries to come closer and closer to the goal of the first sustainable natural resources fund with a however “tolerant” sustainability clause.
Sustainable natural resources Fund of Funds

VALOR investment process - The right methodology to invest sustainably in natural resources

How the securities are selected in detail
  • Product selection: All investment instruments or fund managers are initially structured into the seven fund asset classes metals, mining, energy, water, agriculture, prospects and opportunities. The product pre-selection of Valor, a sustainable natural resources fund of funds, is made after global database research at a number of renowned international rating agencies such as Morningstar, Standard & Poors or Citywire. The “tolerant” sustainability filter is then applied to the selected products.
  • Portfolio structure: Investments are made in roughly equal proportions in metals, mining, energy, water, agriculture, prospects and opportunity stocks. In total, at least 7 renowned & specialised fund managers are active in the 7 asset classes. At least half is invested in funds, supplemented by individual stocks and certificates.
  • Portfolio monitoring: Both the performance of the fund managers and the mathematical structure of the portfolio are regularly monitored and balanced. (rebalancing)
    Portfolio management: The fund management of THESAURO VALOR is CAIAC Fund Management AG.
  • The computer program MAESTRO, developed by the fund promoter, plays a key role in the selection of funds and managers:            
  • MAESTRO controls the selection of information sources (databases)
    The program controls the determination of the target investments
    It creates a structure mask of possible target investments
    It generates recommendations to buy or sell
Sustainable natural resources Fund of Funds

VALOR Sustainability Criteria - Sustainable investment in natural resources?

  • It is particularly difficult to integrate sustainability into a natural resources fund. What is clear is that a 100% solution to how the Sustainable Investment in Natural Resources approach is fully achieved, at least today, is not possible.
  • Now one has two options: Either one forgets the topic or one tries, as THESAURO FONDS VALOR has made it its business to gradually, step by step, come closer to the goal of “Sustainable investment in natural resources”.
    Or quite pragmatically: Better to change a little than to do nothing!
  • If you are looking for a natural resources fund that is actually investing 100% sustainably today, you should not subscribe to the VALOR. He will have little luck in finding an alternative. However, those who say to themselves that it is better to start off on the right path than to remain idle will find Thesauro Valor to be a sensible solution to invest sustainably in natural resources.
The chart above illustrates the development of Thesauro Fund Valor (share class R) since the introduction of the sustainability criteria in August 2015.
The chart above shows the development of Thesauro Fund Valor (share class R) since its launch in November 2008, i.e. even before the introduction of the sustainability criteria in August 2015.

Current information and news about "sustainable investment in natural resources"

Merging Thesauro Tresor on Thesauro Valor

Merging Thesauro Tresor on Thesauro Valor

Full power and concentration on the Thesauro Valor. As of 7 November 2018, Tresor and Valor are jointly owned by the Thesauro Fund Valor. This will help to make the fund even more successful and to open up new target groups through asset class I. Details of the...