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Highlights

  • Participation in global stock markets - without compromising sustainability

  • Asymmetric risk-return profile

  • Sustainable implementation of the successful strategy of Lupus alpha Return

  • Active management of portfolio risk with the intention to limit intrayear losses10

  • Investment in liquid, exchange-traded stocks and derivatives only
Highlights

  • Attractive credit spread returns in the European investment grade segment

  • Transparency and liquidity of a UCITS IV-compliant mutual fund

  • High security through investments in the investment grade sector

  • High level of expertise from CLO portfolio management team

  • VAG conformity (security assets according to AnlV)

  • ESG  criteria are firmly embedded in the investment proces
Highlights

  • European small- and mid-cap focused stock strategy

  • Significantly lower risk than “long only”-strategies due to hedging component

  • Participation in information inefficiencies and emerging market opportunities.

  • Utilization of the excellent expertise of one of the largest small- and mid-cap teams in Germany
Highlights

  • Participation in global volatility and stock markets

  • Asymmetric risk-return profile

  • Long track record (since 2007)

  • Active management of portfolio risk with the intention to limit losses over the calender year

  • Investment in liquid, stock-exchange-listed derivates ( equity index futures & options) only
HIGHLIGHTS

  • Opportunity to collect an alternative risk premium.

  • Investments made exclusively in liquid and listed instruments (no OTC risk)

  • The fund has little correlation with other asset classes, making it exceptionally well-suited to portfolio diversification
Highlights

  • One of the largest and most experienced European small & mid cap investment teams

  • More than 1,500 direct meetings per year with the top management of European small & mid caps

  • High-conviction approach combining small & mid cap opportunities with the benefits of a dividend strategy and a dynamic allocation to global large caps

  • Proven, quality-focused strategy with a diversified portfolio of fundamentally strong companies and integration of macroeconomic trends
Highlights

  • Return potential of attractive micro caps as promising investments

  • Clearly focused on European micro caps with a market capitalisation of 50 million to 1 billion Euro

  • Broad diversification across sectors and countries helps to reduces potentially higher volatility

  • Largely undiscovered equity segment with a high degree of inefficiency

  • Uncompromising bottom-up strategy: face-to-face meetings with management a clear priority
Highlights

  • Excellent opportunities to invest in the eurozone's most promising small and mid caps

  • Consistent bottom-up approach: face-to-face meetings with management

  • Excess returns generated by exploiting information inefficiencies

  • Stock selection carried out by a team of the most experienced small- and mid-cap managers in Germany with proven expertise in eurozone equities

  • ESG process integrated into fundamental analysis to identify and evaluate companies with sustainable business models

  • Risk spread across all countries and sectors within a single currency area
Highlights

  • "Hidden gems" combined with robust, internationally well-positioned German mid-cap companies steeped in tradition

  • Attractive risk-return profile

  • Positive diversification into investments outside global and European large caps

  • Consistent bottom-up approach

  • Attractive long-term equity investment

  • First-class fund management
Highlights

  • Excellent opportunities to invest in Europe's most promising small and mid caps

  • Stock selection carried out by a team of the most experienced small- and mid-cap managers in Europe

  • ESG process integrated into fundamental analysis to identify and evaluate companies with sustainable business models

  • Optimum risk spreading across all countries and sectors

  • Positive diversification into investments outside global and European large caps

  • Consistent bottom-up approach: includes face-to-face meetings with management

  • Exploiting information inefficiencies generates excess returns
Highlights

  • Equity-like returns with lower fluctuations in value

  • Similarity to bonds ('bond floor') helps to mitigate losses in the event of declining equity markets

  • Access to issuers from the universe of small and mid-cap companies that often do not issue straight corporate bonds

  • The average expected volatility is approximately half of that experienced in the wider equity market

  • Shorter duration and interest rate sensitivity than corporate bonds

  • In addition to share price movements and coupon income, additional sources of return include volatility, structural characteristics and individual valuation mark-ups
HIGHLIGHTS

  • Selection of convertible bonds according to principles of sustainable investing (ESG)

  • The average expected volatility is approximately half of that experienced in the wider equity market

  • Shorter duration and interest rate sensitivity than corporate bonds

  • Equity-like returns with lower fluctuations in value

  • Similarity to bonds ('bond floor') helps to mitigate losses in the event of declining equity markets

  • Access to issuers from the universe of small and mid-cap companies that often do not issue straight corporate bonds
Highlights

  • Access to the European CLO market and thus a broadly diversified European corporate loan portfolio

     

  • Transparency and liquidity of a UCITS IV-compliant mutual fund

  • Opportunity for high returns through investments in the high yield segment (tranches rated BB and B)

     

  • High level of expertise from CLO portfolio management team
Highlights

  • Participation in global stock markets
     
  • Asymmetric risk-return profile
     
  • Strategy based on the proven Lupus alpha Return (launched in 2007)

  • Active management of portfolio risk to reduce high drawdowns
     
  • Investment in liquid, stock-exchange-listed derivates