D&R Globalance Zukunftbeweger Fonds

Invest in Innovative Business Models

Megatrends change our world. Business models that remain in the past are mercilessly overtaken – by agile companies that respond to the challenges with innovative concepts and offer sustainable solutions. The equity fund “D&R Globalance Zukunftbeweger” provides them with a platform. For the first time, investors have the opportunity to invest in promising companies with new technologies and at the same time achieve a positive footprint.

About D&R Globalance Zukunftbeweger

Our world in transition

Economic growth is weak and is likely to remain so for some time. Accordingly, it is important to focus on sustainable business models that offer effective growth potential.

Globalance Invest specializes in identifying and selecting future movers. These are companies that are successfully responding to global megatrends such as urbanization, climate change, automation or new mobility. Their business models are well thought out and have the potential to successfully exploit the diverse opportunities offered by future developments and trends.

Exciting investment opportunities are arising here. We currently see particularly good prospects for the future in the areas of digitization, climate and energy, but also health and ageing. Topics that also directly affect our investors and will shape their future.

Disruption is the new normal

In many areas, the framework conditions for companies are changing substantially. In mobility, for example, we are experiencing a paradigm shift: global development is moving in the direction of digitization, electrification and sharing platforms.

From a yield perspective, we are particularly interested in four new growth areas: First, infrastructure and raw materials such as lithium, which is needed for battery production. Then there is the electrification of vehicles and the associated supply areas. Finally, autonomous driving and the new mobility platforms, such as car sharing, are extremely attractive, as they benefit directly from their connection to digitalization.

6 Reasons for the D&R Globalance Zukunftbeweger Fonds

High yield potential

Participation in the relevant future topics

Global diversification

Professional partner (theme investments since 1995)

Positive impact with the Globalance Footprint

Expansion of traditional portfolios to include future opportunities

How can I invest in the D&R Globalance Zukunftbeweger?

You can simply buy its units via your own bank or via online banking. The ISIN numbers for the equity funds are:


Would you like to invest in our funds, but are not familiar with the procedure? Our team will be happy to help you, advise you in the selection process and accompany you step by step.

  • No front-end load
  • Cashback: quarterly repayment of up to 70% of sales costs
  • Fully electronic, user-friendly opening of a securities account
  • Online assistant for easy custody account transfer
  • State-of-the-art fund research and analysis tools
  • Free custody account management for minors

PRIIPs key information sheet (In German)

PRIIPs key information document, fund class I

PRIIPs key information document, fund class P

FACTSHEETS (in german)

Werner Hedrich

Managing Director


+49 89 287 00 99 00

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