| WALLBERG ACATIS Value Inside  Investment philosophy
DThe fund is suitable for all investors who wish to invest their capital predominantly in equities from the European regions and the United States in a structured and balanced manner according to proven investment formulas. In particular, the fund is meant to ensure long-term retirement provisions. Price fluctuations are accepted. Earnings are reinvested. Since 2003 an investment policy with a tight structure and more frequent shifting has been realized with the systematic strategy.
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| Strategy: |
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- The fund managers invest systematically according to value criteria. Assured findings on optimum value strategies are implemented consistently.
- At the moment, the following six strategies exist: Dividend strategy, earnings yield strategy, price-to-book value strategy, cash-generation ability/owner's earnings, insider purchases and stock buybacks, and companies from the sphere of other value investors.
- FFor each strategy, the six most attractive securities in Europe and the United States are selected and periodically replaced. The replacement cycle depends on the empirical findings, which differ for each strategy.
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| Awards |
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Lipper Fund Awards 2006
Beste kleine Investmentgesellschaft
in der Kategorie Aktien |
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Sauren FondsResearch |
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Finanzen & Euro am Sonntag |
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| Key Data |
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| Security code number |
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984.336 |
| ISIN |
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LU0140872143 |
| Launch date |
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07.01.2002 |
| Fund property |
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EUR 12,9 Mio. |
| Load |
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Bis 5,5% |
| Minimum investment (one-time) |
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EUR 1500 |
| Minimum investment (asset building) |
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EUR 100 |
| Use of earnings |
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Accumulation |
| Administrative society |
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Wallberg Invest S.A., Luxemburg |
| Fund domicile |
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Luxemburg |
| Depotbank |
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DZ Bank International S.A., Luxemburg |
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| Download (most in german) |
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| Charts for Wallberg ACATIS Value Inside |
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