Looking for brochures about our products or have questions about our funds? Would you like to receive documents?

You will find all the relevant information and documents you require in our Download section.We have gathered all necessary brochures and documents in one place. Learn more about our products here.

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Our AlphaDossiers provide a comprehensive insight into individual asset classes such as CLOs, volatility, Convertibles or European small and mid-caps. Get to know our investment process, meet the people behind the products and set out on a fascinating journey through the areas of alternative asset strategies, specialised bond strategies and small and mid-caps.


AlphaDossier 011 |

Volatilität als Anlageklasse: Unverzichtbar.

AlphaDossier 010 |
Small & Mid Caps

Small & Mid Cap-Aktien: Ein wichtiger Baustein in der Asset Allocation

AlphaDossier 009 |

Wie Investoren die Volatilitäts-Risikoprämie effizeint vereinnahmen können

AlphaDossier 008 |

Investieren in Wandelanleihen - Diversifikationschancen für Investoren

AlphaDossier 006 |

Investieren in CLOs – ein Beitrag für die Portfolio-Praxis

AlphaDossier 005 |

Risikoprämie Konvexität – mehr Rendite pro Risikoeinheit für Ihr Aktienportfolio



Since 2008, we have published the Lupus alpha Absolute Return Study every six months.  The study examines the absolute return segment and alternative investment concepts based on data provided by the Thomson Reuters Lipper fund analysis company.



White Paper 2. Halbjahr 2020

305 KB

White Paper 02-2019

425 KB

White Paper 02-2018

742 KB

Studie 2. Halbjahr 2018

883 KB

White Paper 1. Halbjahr 2018

658 KB

Studie 1. Halbjahr 2018

938 KB

White Paper 02-2017

797 KB

Studie 2. Halbjahr 2017

915 KB

White Paper 01-2017

775 KB

Studie 1. Halbjahr 2017

996 KB



Product Downloads


In this section we have compiled all the necessary publications on our funds.



Mandatory disclosures


We have gathered all necessary mandatory disclosures in this section.





Vergütungspolitik der Lupus alpha Gruppe (2021)

93 KB

Responsible Investing Policy (2020)

2 MB

Strategien zur Stimmrechtsausübung (2020)

105 KB

Anlegerinformationen für Anteilinhaber

67 KB


90 KB

Ausführungsgrundsätze zur Best Execution (2019)

85 KB


104 KB

Report on top-5-trading-venues (2020)

5 KB

Wichtigste Broker (2020)

269 KB

Lupus alpha ESG Methodology

97 KB



Sustainability Reports 


In our sustainability reports, we offer you an overview of our sustainability activities and invite you to get an idea of ​​our commitment.










Sustainability Report 2019

2 MB

Sustainability Report 2018

171 KB

Sustainability Report 2017

347 KB

Sustainability Report 2016

214 KB