Global Value Funds Being Introduced by Hanse Merkur Trust Worldwide

Hanse Merkur Trust, a leading asset manager, is set to obtain the FNG seal in 2022. The parent company of the asset manager, Hanse Merkur Group, has financed the start volume of the new fund.

The fund in question is the HMT Aktien Value Protect ESG, a collaborative effort between Hanse Merkur Trust and Universal-Investment. The fund was launched with an initial investment of 20 million euros.

The HMT Aktien Value Protect ESG invests in global value stocks from OECD countries. To ensure sustainability, the selection of titles for the fund is based on a system of key figures and scoring. In addition to ESG criteria, exclusions are used in the selection process.

To cushion larger price declines on the stock markets, the fund is supplemented by an options-based hedging strategy. Specifically, rolling put options on stock indices are purchased. However, no details about the specific stock indices for the put options were provided.

Dr. Sven Söffker, responsible for the HMT Aktien Value Protect ESG fund at Hanse Merkur Trust, has overseen the creation of this innovative fund. Several funds of Hanse Merkur Trust already possess the FNG seal, indicating a commitment to sustainable investing.

It's worth noting that Universal-Investment has launched the HMT Aktien Value Protect ESG (ISIN: DE000A2QSGH4). However, no information about the fund's performance or management fees was provided in this paragraph.

The portfolio of the HMT Aktien Value Protect ESG consists of 25 to 35 individual stocks. The fund's focus on sustainability, combined with its hedging strategy, makes it an interesting option for investors seeking a balance between risk management and ethical investment.