GLOBALANCE SOKRATES Fund
The Core Globalance Strategy
The Globalance Sokrates Fund is a mixed fund managed by Globalance with a positive Footprint.
6 Reasons for the Sokrates Fund
Investment in
long-term, future-oriented megatrends
First fund worldwide with Footprint report
Independent selection of the world’s best investment funds of future topics
Ideal building block for your pension or foundation assets
Smaller investment amounts are possible
No change of bank required
About the Globalance Sokrates
Sokrates invests broadly diversified (BVV2-compliant) in a dynamically managed combination of different asset classes: liquidity, shares, bonds, real values (e.g. real estate) or low correlated investments. These include renewable energies, energy efficiency, healthy food, water or new materials. This strategy allows the asset classes to be weighted according to market assessments. On this basis, Socrates invests in the most attractive companies or investment vehicles according to Globalance investment criteria. The attractiveness lies in the dynamic selection of investment opportunities and the market potential of the future-oriented themes.
GLOBALANCE SOKRATES INFORMATIONEN
Key Investor Information Document
Climate Scores
Monthly Report
How can I Invest in
the Sokrates
Fund ?
You can simply buy its units via your own bank or via online banking. The ISIN numbers for the equity funds are:
Share Class I: LU0585393688 (>100’000 CHF)
Share Class B: LU0585393332
Share Class E: LU1502923284
Would you like to invest in our funds, but do not know how? Our team will be happy to help you, advise you in the selection process and accompany you step by step.
Gaby
Aschwanden
Senior Relationship Manager
Contact
+41 44 215 55 06
gaby.aschwanden@globalance.com
Disclaimer
This document is intended solely for informational purposes and constitutes neither an offer nor a solicitation to purchase or sell financial instruments or services. It does not relieve the recipient from making an independent assessment of the matter at hand. In particular, it is recommended that the recipient, under circumstances through the inclusion of an advisor, examine the information with regard to its compatibility with his own circumstances as well as the legal, regulatory, tax, etc., consequences involved. The data and information contained herein has been compiled with the greatest care by Globalance Bank Ltd. However, Globalance Bank Ltd. assumes no liability for the correctness, completeness and currentness of that content. Past performance is no guarantee of future performance. An investment in fund units is associated with risks, in particular with regard to fluctuations in price and returns. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Upon redemption of the fund units, it is possible the investor will receive less than the amount originally invested. When foreign currency is involved, there is an additional risk that the foreign currency will depreciate against the investor’s reference currency. Globalance Bank Ltd. shall assume no liability whatsoever for losses or damages of any kind from direct or indirect consequential damages that could arise from the use of this factsheet. Subscriptions are only valid on the basis of the latest sales prospectus, the key investor information document (KIID), the Fund Statutes and the Fund’s latest annual report (or semi-annual report if it is more recent). The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming shares. The aforementioned documents can be obtained at no cost from the Representative or Globalance Bank Ltd. Copyright © 2023 Globalance Bank Ltd. – all rights reserved.
