D&R Globalance Zukunftbeweger Fonds
Invest in Innovative Business Models
Megatrends change our world. Business models that remain in the past are mercilessly overtaken – by agile companies that respond to the challenges with innovative concepts and offer sustainable solutions. The equity fund “D&R Globalance Zukunftbeweger” provides them with a platform. For the first time, investors have the opportunity to invest in promising companies with new technologies and at the same time achieve a positive footprint.
About D&R Globalance Zukunftbeweger
Our world in transition
Economic growth is weak and is likely to remain so for some time. Accordingly, it is important to focus on sustainable business models that offer effective growth potential.
Globalance Invest specializes in identifying and selecting future movers. These are companies that are successfully responding to global megatrends such as urbanization, climate change, automation or new mobility. Their business models are well thought out and have the potential to successfully exploit the diverse opportunities offered by future developments and trends.
Exciting investment opportunities are arising here. We currently see particularly good prospects for the future in the areas of digitization, climate and energy, but also health and ageing. Topics that also directly affect our investors and will shape their future.
Disruption is the new normal
In many areas, the framework conditions for companies are changing substantially. In mobility, for example, we are experiencing a paradigm shift: global development is moving in the direction of digitization, electrification and sharing platforms.
From a yield perspective, we are particularly interested in four new growth areas: First, infrastructure and raw materials such as lithium, which is needed for battery production. Then there is the electrification of vehicles and the associated supply areas. Finally, autonomous driving and the new mobility platforms, such as car sharing, are extremely attractive, as they benefit directly from their connection to digitalization.
6 Reasons for the D&R Globalance Zukunftbeweger Fonds
High yield potential
Participation in the relevant future topics
Global diversification
Professional partner (theme investments since 1995)
Positive impact with the Globalance Footprint
Expansion of traditional portfolios to include future opportunities
How can I invest in the D&R Globalance Zukunftbeweger?
You can simply buy its units via your own bank or via online banking. The ISIN numbers for the equity funds are:
ANTEILKLASSE P: DE000A2DHT41
ANTEILKLASSE I: DE000A2DHT58 (>75’000 EUR)
Would you like to invest in our funds, but are not familiar with the procedure? Our team will be happy to help you, advise you in the selection process and accompany you step by step.
- No front-end load
- Cashback: quarterly repayment of up to 70% of sales costs
- Fully electronic, user-friendly opening of a securities account
- Online assistant for easy custody account transfer
- State-of-the-art fund research and analysis tools
- Free custody account management for minors
PRIIPs key information sheet (In German)
FACTSHEETS (in german)
Further Documents (in German)
Disclaimer
This website is an advertisement in the sense of the German Securities Trading Act.
Before Globalance Invest GmbH can make a recommendation on financial instruments or investment services in the context of investment advice to private clients or to professional clients or their representatives, it is required by law to carry out a so-called “suitability test” to ensure compliance with the communicated investment objectives, the expressed risk tolerance and the financial circumstances. Your advisor will be happy to provide you with further detailed information or you can alternatively access it at “www.globalance-invest.de”. Globalance Invest GmbH receives the front-end load and/or sales/tracking commissions from the fund company or issuer for the distribution of the above-mentioned securities or generates its own income as investment advisor and/or issuer and/or custodian, which in each case remains in full or in part with Globalance Invest GmbH. Your advisor will be happy to provide you with further details. You can obtain the current published sales prospectus from your advisor or, if applicable, free of charge from the depositary or the management company. The tax treatment depends on the client’s personal circumstances and may be subject to change. With regard to the area of distribution, this document is not addressed to natural persons or legal entities that are subject to a foreign legal system that imposes restrictions on the distribution of such information due to their place of residence or business. In particular, this document does not contain an offer or invitation to purchase securities, e.g. to citizens of the USA, the United Kingdom or countries in the European Economic Area where the requirements for such an offer are not met.
