GANÉ Aktiengesellschaft
GANÉ Aktiengesellschaft: ACATIS GANÉ Value Event Fonds UI
GANÉ Aktiengesellschaft / Key word(s): Funds Press release ACATIS GANÉ Value Event Fonds UI fund achieves return of over 100% after six years on market – Six years of success for GANÉ’s combination of value strategy and event approach – Since it was set up on 15/12/2008, ACATIS GANÉ Value Event Fonds UI has generated return of 108%, with volatility of 7% – The fund volume of the asset-management mixed fund amounts to EUR 959 million (as of 31/12/2014) Aschaffenburg, 8/1/2015 – The ACATIS GANÉ Value Event Fonds UI fund has been on the market for six years and has achieved an increase of 108% since it was set up. Measured against the period of time, this corresponds to an average return of 13% per year. The fund volume amounts to EUR 959 million (as of 31/12/2014). In the process, the asset-management mixed fund showed average volatility of only 7% over the entire term. The value and event strategy of the global mixed fund comes from GANÉ Aktiengesellschaft. With a variable investment ratio in shares, bonds and liquidity, returns similar to that of shares are to be achieved in the long term, with fluctuations low. This approach was awarded the top grades from Morningstar (5 stars), Stiftung Warentest (5 points) and Feri (A). The fund has been Lipper Leader twice (Total Return, Consistent Return) and has won several awards (e.g. Lipper Fund Awards). In November 2014, it received the “Globe d’argent de la Gestion” award in France for its stability in phases of downward trends on stock markets. Dr Uwe Rathausky, a member of management of GANÉ AG, says about the current investment ideas: “In the next few years, banks will issue new equity instruments for creditor participation. Not just in order to raise capital ratios but also so as to release existing capital that no longer meets the strict criteria according to Basel III. We are currently looking at precisely these old bonds – the security of which is increased due to the build-up of higher-value capital – as an addition to our share quota.” “In the low interest rate environment, attractive opportunities repeatedly open up for us when volatility returns to the stock markets and the risk premiums for shares of wonderful companies or the bond yields of financially stable issuers rise,” adds J. Henrik Muhle, a member of management of GANÉ AG.
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