DigiTrends is a pure equity fund that focuses mainly on technology, medical technology, environmental technology and renewable energies. High barriers to market entry ensure above-average growth rates and sustainable returns on sales in these business areas. An extremely important success factor is that not only established companies are taken into account here, but also those that can be assigned to the so-called "emerging growth" values. These companies have an above-average position in the value chain due to their key technologies or competencies and are thus in a position to tend to achieve high margins. The products of these companies are indispensable for the production of a large number of other products and are thus used in a wide variety of sectors. Examples include augmented reality, Internet of Things, 5G or wearables. This multiplier effect increases the earnings opportunities and at the same time reduces the risk as part of a broad diversification.
|Launch date||2. Januar 2020|
|Launch date (Unit class)||2. Januar 2020|
The multi-stage investment process begins with a differentiated economic analysis based on models that have been successful for many years, in which the most important trends in the various sectors are analysed with a focus on the relevant growth markets. A global screening forms the basis for the selection and optimisation of individual stocks. Factors relevant to the decision-making process include, for example, high value creation, intrinsic value of the products and an appropriate market valuation. However, we do not rely exclusively on key figures, but look closely at the products, the management, the competitiveness and the performance drivers in the relevant industries.