Institutional Investors and Asset Managers now invest sustainable in natural resources

They use Sustainable UCITS Fund THESAURO VALOR CLASS I

Diversification und Timing

Institutional Investors and Asset Managers know: Currently almost most prices of natural resources, particularly not only the oil and gas prices, are at the lowest level as for many years before. Also most of the share prices of natural resources and mine companies are definitely low. This special situation should benefit the investor. who is convinced that long-term rates rise again. He now comes to an investing into those shares, certificates or funds are not around. Natural Resources diversify not only the custodian but also offer inflation protection. So should accelerate to a given date inflation again, provides an investment in natural resources the right protection. Of course can not mining the sole benchmark for the asset or the custodian, but should merely be an admixture in a widely diversified portfolio. The rates of commodities or commodity investments can develop in the future in both directions.

 

 

Value & Sustainability

Can Institutional Investors and Asset Managers invest in natural resources sustainable? It is especially difficult to integrate sustainability with an investment in natural resources. It is clear that today it is not possible to invest 100% sustainable in natural resources. Now remain two possibilities: either you get closer resigned or trying step by step gradually, to the aim pursued “Sustainable Natural Resources Investment”, means pragmatically: Better change a little as to do nothing! Who is looking for natural resources funds, in which actually is a 100% sustainable investment today, the VALOR should not draw. But who thinks: “Start to embark on the road is better to remain as in idleness” place to invest with the Valor Fund Thesauro probably currently the easiest way to approach sustainability in natural resources. The Thesauro VALOR invests diversified in funds and equities of natural resources, companies and commodities. What was the deciding factor for an investment in the raw material, the company or the Fund is described in detail here. And a summary of suitable investments in our opinion can be found also here.

 

Transparancy & Pricing

Institutional Investors and Asset Managers requiring transparency and favorable conditions. The asset class ( Class I) of the Sustainable UCITS Umbrella Thesauro Fund Valor offers particularly favorable conditions :

Fees ISIN: LI0290308407
Issuing commission Max: 0.25% Min: 250 CHF
Redemption commision Max: 0.25% Min: 250 CHF
Fund Management Fee 0.25% p.a.
Administration Fee 0.15% p.a.
Asset Management 0.20% p.a.
Performance Fee 25%
High-Water Mark Yes

 

The chart illustrates the development of Thesauro Fund Valor (Class R) since the introduction of sustainability criteria in August 2015. Please see notes for information, figures and calculations in the imprint of the website.
The chart illustrates the development of Thesauro Fund Valor (Class R) since inception in November 2008, ie also before the introduction of sustainability criteria in August 2015. Please see notes for information, figures and calculations in the imprint of the website.