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ALL CAP

FPM Funds Stockpicker Germany
All Cap
Investment spectrum? Broad positioning.

SMALL/MID CAP

FPM Funds Stockpicker Germany
Small/Mid Cap
Specialty? Undervalued treasures.

LADON

FPM Funds
Ladon - European Value
Value - Wealth managing.

FPM Funds

LADON – EUROPEAN VALUE

ISIN: LU0232955988

Managing wealth by value investing in German and European assets – as flexible as possible

The rules and principles of our value investment style can also be applied to asset classes other than equities.

With the FPM Funds Ladon we accordingly invest flexibly and opportunistically in a variety of asset classes such as equities, bonds and other instruments. If we do not consider their risk-opportunity profile to be promising enough, we also have the option of holding cash.

In this respect, our focus is on German and European stocks.

That makes the FPM Funds Ladon suitable for investors wishing to delegate the decisions on stock selection and market timing to an active asset manager.

 

Fund information

Investment style wealth managing value investing, stockpicking
Investment objective greatest possible appreciation, risk adjusted
Equity universe the overall universe of German and European listed assets
Fund manager (Lead) Raik Hoffmann
Fund manager (Co) Martin Wirth
Benchmark none
Currency Euro
Appropriation of earnings distributing
ISIN LU0232955988
Date of issue 12 March 2014 as FPM Funds Ladon – European Value (from 7 November 2005 till then as FPM Funds Stockpicker Germany Large Cap)

Fund manager

Raik Hoffmann, CFA

Member of the Board

Experience in German equities: Since 1997

Responsibilities: Fund management, equity analysis and corporate management

Funds: FPM Funds Stockpicker Germany Small/Mid Cap & FPM Funds Ladon – European Value mutual funds

Career:

  • 15 years at DWS Investment GmbH – managing the DWS German Small/Mid Cap fund, as a member of the European small/mid cap team of DWS and the DWS macroeconomics team and responsible for risk scenarios

Graduate in business administration from the University of Leipzig (Dipl.-Kaufmann)

Factsheets

This information is produced and provided by our investment management company Universal-Investment-Gesellschaft mbH.

Sales contact

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