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FV Global Equities

Fund portrait

FV Global Equities offers investors a global investment opportunity in a broad range of equities from companies across a variety of industries and regions. The fund aims to achieve long-term capital appreciation. The MSCI® ACWI ESG Screened NR (EUR) serves as the benchmark. The long-standing and global experience of the portfolio management provides a deep insight into the economic developments and interrelationships of the different regions of the world. In addition, the fund benefits from many years of expertise in growth sectors and sound, indicator-based equity analysis. The fund's manageable size enables investments in companies with lower market capitalization and unique business models. This is often not possible with comparable mutual funds with a very large volume. Through active management, the aim is to outperform the benchmark.

 

Fund Data & Investment Strategy

Fondsaten I - Tranche

ISIN DE000A3D9G77
WKN A3D9G7
Asset class Equities
Region global
Fondswährung EUR
Launch date 01.07.2023

Fondsdaten R - Tranche

ISIN DE000A3D9G85
WKN A3D9G8
Asset class Equities
Region global
Fondswährung EUR
Launch date 01.07.2023

The investment strategy is based on a differentiated stock selection in the benchmark to achieve the best possible performance. Few countries or sectors are represented by ETFs to ensure efficient diversification. The weighting of countries, currencies, sectors and stocks is based on a sound indicator-based model. This enables targeted investment decisions to determine the relative attractiveness of these investments. In addition to the indicator-based analysis, the products are evaluated qualitatively. Market entry barriers and the position of the company in the ecosystem as well as in the value chain are taken into account. A particular focus is placed on sustainable growth opportunities. The active management strategy focuses on careful stock selection to identify long-term value creation potential. If necessary, the allocation to sectors and countries is adjusted to respond flexibly to changing market conditions.

 

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