nordIX Renten plus
The nordIX Renten plus is an actively managed bond fund with a focus on financial institutions — for investors who are looking for stability, substance and an attractive risk/return profile.
Through targeted selection of subordinated bonds, we generate above-average returns, without unnecessarily increasing risk in relation to return.
Investments are made primarily in banks and insurance companies, which are particularly stable and transparent thanks to Basel III and Solvency II.
The fund meets the criteria of an Article 8 fund in accordance with SFDR and follows the UNPRI Principles for Responsible Investment.
nordIX Renten plus is an actively managed investment approach in the area of fixed-income securities. The focus is on bonds from banks and insurance companies, in particular subordinated issues, which offer a significantly more attractive interest rate level compared to conventional senior bonds — with manageable additional risk.
Subordinated bonds offer an attractive risk/reward ratio — particularly for issuers with a high level of regulatory control. The combination of higher interest rates and stabilizing measures such as Basel III (for banks) and Solvency II (for insurance companies) makes these titles particularly interesting: They are considered to be more crisis-resistant, more transparent and benefit from structural advantages on the market.
The portfolio is broadly spread across numerous individual stocks in order to cushion possible price fluctuations. By specifically allocating different issuers, maturities and rankings, the risk structure can be effectively managed. Even in volatile market phases, the fund therefore remains stable — with a targeted medium-term target return of over 3%.
All investments take into account the UN Principles for Responsible Investment (UNPRI). In addition, the fund is classified as an Article 8 fund under the EU Disclosure Regulation (SFDR) — and therefore meets recognized ESG criteria in terms of environmental, social and good corporate governance.
ISIN:
DE000A0YAEJ1
Income treatment:
distributing
Minimum investment:
none
Costs (TER):
1,14%
Launch date:
01.09.2010
SFDR:
Article 8
ISIN:
DE000A2QG231
Income treatment:
distributing
Minimum investment:
EUR 200.000
Costs (TER):
0,93%
Launch date:
01.06.2021
SFDR:
Article 8
An overview of the official fund documents and additional materials on strategy, performance and positioning.
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Terms of use
The following information is intended exclusively for people living in Germany. The information only concerns funds that are registered, displayed or otherwise approved in Germany and may be publicly distributed in Germany. Information about the funds is not intended for persons in whose country of residence public distribution is prohibited.
This website and the information made available on this website are not intended as an advertisement, offer to sell or solicit an offer to buy or subscribe for shares of the funds mentioned on this website. Key investor information, the sales prospectus and the funds' annual and half-year reports are made available on this website due to legal regulations.
The following information is for general information only; it does not represent advice or other recommendation from NordiX AG and should not be understood as such. The funds mentioned here are not intended for distribution in the USA or to US persons (US citizens, persons residing in the USA, companies formed in the USA). As a result, the funds are not offered or sold in the USA or to or for the account of US persons. Subsequent transfers of fund shares to the USA or to US persons are prohibited.
