• EB-Sustainable Opportunities focuses on flexible participation in rising
  and systematic risk management in falling
  markets
• The Article 8 Fund is aimed at private and institutional investors
• The WIW concept of EB-SIM enables sustainable outperformance

Kassel, July 17, 2024:
Asset manager EB – Sustainable Investment Management GmbH (EB-SIM), which specializes in ethical and sustainable investments, is expanding its portfolio for sustainable investments with the multi-asset fund EB-Sustainable Opportunities. The new fund is based on the proven multi-asset allocation model of the successful EB-Sustainable Multi Asset Invest (EB-SMAI) but, unlike the latter, does not have an upper limit for equities. This is intended to enable higher performance contributions and distributions in the long term. All investments are also selected according to strict sustainability criteria and must comply with EB-SIM’s ESG investment process.

Sebastian Kösters, Head of Multi Asset Portfolio Management at EB-SIM, explains: “EBSustainable Opportunities offers investors the entire spectrum of sustainable investments in one investment concept: equities, bonds, alternatives, precious metals and derivatives. As an experienced specialist in ethically sustainable multi-asset investments, we combine the opportunities of a globally diversified portfolio with the strict ESG criteria of a sustainable asset manager.”

Michael Hepers, Managing Director and Chief Customer Officer of EB-SIM, adds: “Many people do multi-asset. What makes EB-SIM stand out in particular is our proprietary ^WIW1 concept, which enables sustainable outperformance. The consistent focus on ethical, social and ecological criteria offers investors clear advantages in terms of risk and return.”

International yield opportunities with moderate risk

The EB-Sustainable Opportunities Fund is based on flexible and tactically active fund management that operates independently of benchmarks. With a globally diversified portfolio and a targeted addition of investments from emerging markets, it offers investors the opportunity to participate in international return opportunities with moderate risk. To this end, EB-Sustainable Opportunities uses the proven allocation model of EB-Sustainable Multi Asset Invest (EB-SMAI), supplemented by a flexible equity allocation. EB-SMAI has a 5-star Morningstar rating and has ranked among the top 10 percent of its peer group over the past five years.

The strategic expansion of EB-Sustainable Opportunities by dispensing with ex-ante restrictions on investment quotas enables a more dynamic adjustment to market changes and the exploitation of opportunities in various asset classes. This enables the fund to achieve high long-term performance contributions and attractive distributions. In addition, the fund management aims for a moderate risk profile and volatility limited to 10% per year.

All of the fund’s investments must comply with EB-SIM’s strict ESG investment process in order to ensure sustainable investments. The WIW concept includes the consistent inclusion of EB-SIM’s value foundation in all investment decisions, the integration of sustainability criteria in the valuation of assets and the explicit impact orientation of investments. The fund is classified in accordance with Article 8 of the EU Disclosure Regulation.

Key Facts: EB-Sustainable Opportunities
ISIN AK R: DE000A407MJ3 / AK I: DE000A407MH7
Fund managers: Sebastian Kösters and Philipp Hohmann
Appropriation of earnings: distributing
Issue date: July 3, 2024
SFDR classification: Article 8
Risk profile (SRI): 3
Minimum investment amount: none for unit class R,
EUR 100,000 for unit class I
Issue surcharge: up to 3%
Ongoing management fees (per year): 1.40% for unit class R,
1.10% for unit class I