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Trust HanseMerkur Merchants is introducing Equity Funds focused on Environmental, Social, and Governance (ESG) factors.

Investment giants HansMerkur and Universal have united to introduce a novel ESG equity fund called HMT Aktien Value Protect ESG.

Trust HanseMerkur Merchant Bank is introducing Equity Funds centered around Environmental, Social,...
Trust HanseMerkur Merchant Bank is introducing Equity Funds centered around Environmental, Social, and Governance (ESG) criteria.

Trust HanseMerkur Merchants is introducing Equity Funds focused on Environmental, Social, and Governance (ESG) factors.

The financial landscape is changing, and one of the latest additions to the sustainable investment sector is the HMT Aktien Value Protect ESG. Developed by HanseMerkur Trust, this new fund offers a unique opportunity for investors seeking global, risk-controlled, and sustainable stock investments.

Christoph Heumann, the Head of Research & Product Development at HanseMerkur Trust, explains that the new fund expands the range of investment solutions that combine the expertise in value protection and sustainability. The fund aims to achieve this by combining investments in global value stocks with an options-based hedging strategy.

The HMT Aktien Value Protect ESG is designed to consist of 25 to 35 individual stocks from OECD countries. Its equity selection is done through a quantitative and scoring system, ensuring a diverse and well-balanced portfolio. Comprehensive ESG (Environmental, Social, Governance) criteria will be considered in the investment process, ensuring that only companies with strong sustainability practices are included.

Investments in companies from controversial industries and with controversial business practices are excluded. This strict sustainability criteria aligns the fund with the renowned FNG sustainability seal, a mark of high environmental and social standards, which the fund is seeking to obtain.

Heumann states that the new fund is another step towards comprehensive sustainability orientation in investment. The fund's larger stock market setbacks are systematically cushioned through derivatives, providing an added layer of protection for investors.

The fund's name, HMT Aktien Value Protect ESG, carries the ISIN code DE000A2QSGH4. It falls under the category of Environment / Climate / New Energies, reflecting its commitment to sustainable and protected equity investments.

While the exact availability date of the HMT Aktien Value Protect ESG is not yet known, it promises to be an exciting addition to the sustainable investment landscape, offering a risk-controlled and globally diversified approach to sustainable stock investments.

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