Press

January 12th, 2021

Lupus alpha introduces binding ESG methodology for small and mid-cap funds

On 1 December 2020, Lupus alpha introduced a binding ESG methodology for two European small and mid-cap funds. Lupus alpha Smaller Euro Champions (LU0129232525, now Lupus alpha Sustainable Smaller Euro Champions) and Lupus alpha Smaller Pan European Champions (DE000A1J9DT9, now Lupus alpha Smaller Sustainable Pan European Champions) already broadly met minimum ESG standards. The difference is that these funds now have a binding commitment to comply with transparent ESG criteria. This means that investors have access to two small and mid-cap funds with a long track record of success that also meet clear sustainability standards. In the challenging trading year of 2020 alone, both funds achieved their highest outperformance since their launch, exceeding their benchmark by over 12%.

December 3rd, 2020

Small and mid caps fare better than large caps in crisis situations

European small and mid caps generated 6.3% p.a. over 20 years, large caps 0.3% p.a.

Based on the criteria of long-term performance, volatility and recovery after a sharp price decline, European small and mid caps clearly outperform large caps from a risk-return perspective. This is the conclusion of analysis carried out by Frankfurt-based asset management company Lupus alpha, focusing on major market crises in the three regions of Pan-Europe, the Eurozone and Germany over the last 20 years.