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LuxTopic - Aktien Europa A

LuxTopic - Aktien Europa A Header Image
ISIN:
LU0165251116
As at:
08/11/2019
Bid:
22.13 EUR
Offer:
23.24 EUR

Investment approach

The LuxTopic-Aktien Europa is managed using a well structured investment process focussing on European blue chips which was developed by qualified engineer Robert Beer. Out of the universe of the EURO STOXX 50 the portfolio management selects - by use of a technical momentum stock selection process - rule-based those stocks exhibiting the highest positive momentum. As second essential component of the investment process the management pursues an active option based risk management in order to cushion negative market developments on fund’s performance. The findings of many years of research and statistical analysis reveal that the application of systematic option strategies in equity funds not only allows to reduce the risk as expressed by volatility but also to cushion the risk of sharp peak to through declines (drawdown). The combination of technical selection for picking highest momentum stocks out of the EUROSTOXX 50 with active risk management provides a more attractive risk return profile, in contrast to simple stock index investment (see chart below).

Chances

  • Growth opportunities of Europe's top global companies
  • Stable investment approach, proven in many market phases
  • Active risk management using well established options strategy

Risks

  • Equities may be subject to significant price falls
  • Issuer country, credit and liquidity risks
  • Price risks of bonds when interest rates rise

Legal Information / Disclaimer:

Figures subject to revision by the auditors on the reporting dates. The published information does not constitute investment advice or a recommendation, but only provides a brief summary of the key features of the fund. The current sales documents (Key Investor Information Document, prospectus, annual report and – if the annual report is older than eight months – the semi-annual report) for the respective investment funds form the sole basis for the purchase of securities. The sales documents are available at no charge at the respective fund company, the distribution company or at www.dje.de. All data and estimates are indicative and may change at any time. This information is based on our assessment of current legal and tax regulations. The data were carefully compiled, but no guarantee can be given for the accuracy of such information. All data are subject to change. The performance is calculated using the BVI (Bundesverband Investment und Asset Management e.V.) method, i.e. without taking into account the subscription fee. Individual expenses such as fees, commissions and other charges are not taken into account in the data and would have a detrimental effect on the performance if they were. The subscription fees payable reduce the invested capital as well as the performance depicted. Data on past performance are not a reliable indicator of future performance. The tax treatment depends on the individual circumstances of the investor and may be subject to change. Please see the prospectus for more detailed tax information. In connection with brokering fund units, the Dr. Jens Ehrhardt Group and its distribution partners may receive reimbursements from costs charged to the funds by the investment companies in accordance with the respective prospectuses. The units of this fund that are issued may only be sold or offered for sale in jurisdictions in which such offer or sale is permitted. Therefore the units of this fund may not be offered for sale or sold in the USA, or offered for sale or sold to or for the account of US citizens or US persons resident in the USA. This document and the information it contains may not be distributed in the USA. The distribution and publication of this document and the offer or sale of units may also be subject to restrictions in other jurisdictions.

*) © 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.