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Sustainability

ACATIS Fair Value Spezial

ACATIS Fair Value Spezial

This section provides monthly reports about current issues and exciting portfolio titles from the sustainability segment.


ACATIS Fair Value Spezial January 2025

Stable Outlook: ACATIS Fair Value Modulor in Focus

The “Spezial” 01/2025 analyzes the current performance of the ACATIS Fair Value Modulor Asset Management Fund. After challenging years, the fund shows a positive trend with +1.8% (as of 15.1.25). By reducing the equity quota, increasing bond exposure, and implementing hedging strategies, volatility has been lowered. Despite temporary underperformance, the potential for new all-time highs remains intact.


ACATIS FAIR VALUE Deutschland ELM Investmentreport January 2025

Investment report January 2025

We invest in german sustainability. In this context, we assume the perspective of an owner with a long-term outlook.