Service

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.

You will need Adobe Reader in order to view or print our brochures. If you do not yet have Adobe Reader installed on your computer, you can download the current version free of charge.

 

Publications

 

Our customer magazine “Leitwolf” presents you recent topics in asset management and offers you a personal insight into Lupus alpha’s everyday business. Consciously we take up specialist topics differently, we realise innovations and glimpse behind the scenes of business companies. International innovators and opinion leaders, so to say real alpha wolfs in the fields of economy, science and society, examine our topics. 

You can find the online version with additional content, photos and videos here: www.leitwolf-magazin.de. Unfortunately, the content of our costumer magazine is available only in German.

 

 

 

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Das Magazin von
Lupus alpha

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Das Magazin von
Lupus alpha

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Das Magazin von
Lupus alpha

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Das Magazin von
Lupus alpha

Broschures 

 

Inside our specialist publications, you will find further information on our investment approaches, asset classes and in-house studies. Unfortunately, we provide most of our publications only in German.

 

Erträge aus alternativer Quelle

Volatilität – eine alternative Renditequelle im Niedrigzinsumfeld

Das Allwetter- Investment

Wandelanleihen: Für jedes Wetter gerüstet

Das nachhaltige Allwetter-Investment

Das nachhaltige Allwetter-Investment

Wachstum und Qualität

Kombination aussichtsreicher und dividendenstarker Nebenwerte

AlphaDossiers

 

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.

 

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Small & Mid Caps

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

AlphaDossier 009 |
Volatilität

Wie Investoren die Volatilitäts-Risikoprämie effizeint vereinnahmen können

AlphaDossier 008 |
Wandelanleihen

Investieren in Wandelanleihen - Diversifikationschancen für Investoren

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CLOs

Investieren in CLOs – ein Beitrag für die Portfolio-Praxis

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Konvexität

Risikoprämie Konvexität – mehr Rendite pro Risikoeinheit für Ihr Aktienportfolio

Studies

 

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.

 

Downloads


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


Mandatory disclosures

 

We have gathered all necessary mandatory disclosures in this section.

 

 

 

Downloads


Ausführungsgrundsätze zur Best Execution

47 KB


Beschwerdemanagement

104 KB


Wichtigste Broker Lupus alpha

319 KB


Anlegerinformationen für Anteilinhaber

50 KB


Strategien zur Stimmrechtsausübung

145 KB


ReferenzwertVO

87 KB


Vergütungspolitik der Lupus alpha Gruppe

122 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.