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
- Attractive exposure to the global stock market with limited risk
- Asymmetric risk-return profile
- Long-standing and proven fund strategy with exceptional team expertise
- Floor level has always been maintained since inception (in 2007)
- 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
- Access to a dynamic equity segment with strong return potential and market inefficiencies while participating in global trends
- 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
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