GANÉ Aktiengesellschaft
GANÉ Aktiengesellschaft : ACATIS GANÉ Value Event Fonds UI celebrates its 5th anniversary
DGAP-News: GANÉ Aktiengesellschaft / Key word(s): Funds 07.01.2014 / 15:32 --------------------------------------------------------------------- GANÉ Aktiengesellschaft: ACATIS GANÉ Value Event Fonds UI celebrates its 5th anniversary The asset allocation balanced fund was issued by GANÉ Aktiengesellschaft in cooperation with ACATIS Investment GmbH on 15 December 2008 and offers investors a basic investment option for long-term and balanced investment. Fund managers Dr Uwe Rathausky and J. Henrik Muhle seek to achieve returns similar to those achievable on equity, but with a continuity that gives investors peace of mind in all phases of the market. The global fund has a rating of five stars from Morningstar (the top rating) and a fund rating of 1 from Finanzen Verlag (the top rating). It is a Lipper Leader in two areas (total return and consistent return) and has received multiple awards (such as Lipper Fund Awards). With a return of 94% since its launch and a volatility of 8%, the fund regularly tops the performance rankings. Annualised return is 14%. The fund has closed each full calendar year with positive results: 2009 (32%), 2010 (18%), 2011 (2%), 2012 (13%) and 2013 (8%). The fund size is 803 million euros (figures correct as at 31 December 2013). Investors in the fund benefit from a variable ratio of investment in shares, bonds and liquidity. 'We compare the returns on shares with those on conventional bonds. Our approach focuses on income streams and calculates the time-weighted return to make investments in shares and bonds comparable. We therefore need to be able to plan and count on income streams, which is why we invest in 'winners' in the share segment and in company 'financial stability' in the securities segment.' (Dr Uwe Rathausky) 'We keep risk exposure low and invest in the light of positive events. This is a combination of value-driven and event-driven approaches. We only commit our investors' capital if there is an adequate returns for the risk exposure. If there is not, we bide our time and hold liquidity. In the light of the current low interest rates in particular, it is important that we focus on absolute returns and do not chase after relative attractiveness.' (J. Henrik Muhle) The ACATIS GANÉ Value Event Fonds UI is exchange-traded and is currently available on established fund platforms without an initial charge. Following unit classes A (ISIN DE000A0X7541) and B (ISIN DE000A1C5D13), unit class C (ISIN DE000A1T73W9) was issued on 10 July 2013. The new unit class is aimed at foundations and pension funds and at all investors who are seeking distribution at intervals of less than twelve months. Yield on the new unit class C is distributed on a quarterly basis. The objective is a constant distribution of c. 4% p.a. For further details, please visit www.gane.de Contact details: GANÉ Aktiengesellschaft Weißenburger Straße 36 63739 Aschaffenburg Germany E-mail: fonds@gane.de Registered office: Aschaffenburg Court of Registration: Aschaffenburg Commercial Register no. [HRB] 10188 Board of Directors: Dr Uwe Rathausky, J. Henrik Muhle Chairman of the Supervisory Board: Achim Josefy End of Corporate News --------------------------------------------------------------------- 07.01.2014 Dissemination of a Corporate News, transmitted by DGAP - a company of EQS Group AG. The issuer is solely responsible for the content of this announcement. DGAP's Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. Media archive at www.dgap-medientreff.de and www.dgap.de --------------------------------------------------------------------- 246798 07.01.2014
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