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ARBOR FUND

ARBOR INVEST -
FIXED-INCOME FUND

In order to achieve attractive investment results in times of negative real interest rates, investors in the bond market need to think outside the box. We will show you how you can generate attractive returns with calculable risks using so-called special annuities.

DEFINITION & INVESTMENT OBJECTIVE

ARBOR INVEST - FIXED-INCOME FUND
(WKN: A1XEEX)

By special bonds, we mean interest-bearing securities that are undervalued due to the current assessment of the issuer or the structure of the bond conditions. These usually occur in market segments that are still relatively young and have therefore only been discovered by a few investors. Or they belong to market segments that have been significantly changed by regulatory requirements or rating agencies. Specialty annuities offer above-average return opportunities with calculable risks.

The investment objectives of our ARBOR INVEST – Fixed-Income Fund are therefore obvious:

  • Capital preservation after inflation
  • Long-term wealth preservation taking purchasing power into account
  • Sustainable asset growth with stable and predictable returns
  • Participation in the earnings potential of special annuities
AWARDS

Because success is measurable

OTHER ARBOR FUNDS

Our
Asset management funds

YOUR CONTACT PERSON

Dr. Thomas Umlauft

Head of Bond Funds & Senior Portfolio Manager