The fund, AuAg Precious Green B, which is a modern remake of the classic 60/40 portfolio, turns three years old on September 1, 2023.
 
By replacing the classic portfolio's broad exposure to equity (60%) with investments in green technology, investors in the fund gain exposure to the green transition. The remaining 40 per cent is allocated to physically backed precious metals (mainly gold) for robust portfolio protection.
 
The return during the first three years was +37.5 per cent (EUR). Since its launch, the fund has become popular with private and professional investors and currently manages around EUR 60 million.
 
Thanks to the fund's unique construction, AuAg Precious Green was also able to generate positive returns in 2022, which was a challenging year for funds focusing on equities and bonds. The ability to create stable, positive returns has given a good "return-on-return effect", contributing to the good 3-year return.
 
Learn more about the fund here.