Capitulum AM unveils sustainable pension fund

Berlin based investment boutique Capitulum Asset Management has launched Sustainable Local Currency Bonds fund UI.

The new pension fund meets the requirments for investors subject to the Insurance Supervision Act (VAG).

Lutz Röhmeyer, portfolio manager and managing director of Capitulum Asset Management uses a filter with sustainability criteria when selecting issuers for the bond fund.

“We now want to integrate more ecological and social aspects into our work,” said Röhmeyer.

In order to reduce the risk for investors, Capitulum spreads the fund volume to around 70 currencies and several hundred bonds from different borrowers. In particular, he focuses on supranational issuers such as promotional banks. Röhmeyer’s goal is currently a yield of around 8 percent with corresponding annual distributions.

The running costs of the distributing or accumulating share class of the Capitulum Sustainable Local Currency Bonds fund UI are 0.6% each year. The minimum initial investment is €100,000. A sales charge is not currently levied.

Ridhima Sharma
Ridhima Sharma speaks German and is DACH Correspondent for InvestmentEurope. She has more than 8 years of experience in the media industry. Before joining us, she was working in India and covering automotive and lifestyle sectors. Over the years many of her stories have been published in various magazines across India.

Read more from Ridhima Sharma

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