DGAP-News: Fidecum AG: Five years track record - Fidecum SICAV - Contrarian Value Euroland (ISIN: LU0370217688)
(firmenpresse) - DGAP-News: Fidecum AG / Key word(s): Funds
Fidecum AG: Five years track record - Fidecum SICAV - Contrarian Value
Euroland (ISIN: LU0370217688)
16.07.2013 / 10:05
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Five years track record - Fidecum SICAV - Contrarian Value Euroland
(ISIN: LU0370217688)
Since inception on July 15th, 2008, Hans-Peter Schupp has proven in
challenging markets that this actively managed portfolio can be an
excellent tool for diversification when it comes to asset allocation of
professional investors. This long only Euro-Zone equity fund has an
offensive exposure currently. A beta of 1,2 and a tracking error of 8% sets
the fund apart from many other rather defensive equity investments. Our
investors are intrigued by the conclusive investment approach, which is
non-susceptible to manipulation and highly transparent at the same time.
They appreciate an overlay compatible investment product with well-founded
performance patterns and positive alpha generation, which have helped to
establish the fund in the top tier of Euro-Zone equity funds. Today, a.u.m.
are at 125 m. EUR.
The UCITS IV fund is registered for public distribution in Germany,
Luxembourg, Austria and Switzerland. It is P.E.A. compliant in France.
It's performance of +20.6% since inception is way ahead of its benchmark,
the EuroStoxx (Return) Index (+4.0%). Year to date the fund is up +9.2%,
thus 2.5%-age points ahead of the benchmark. Klaus Kämmerer, Head of
Service and Marketing says: 'We attribute this satisfactory performance
particularly to having consequently applied the proven investment approach
throughout the cycle.'
Model-consistency and long term capital appreciation are the main
objectives for portfolio manager Hans-Peter Schupp: 'We will never
guarantee outperformance, but we ensure the investor that a model
consistent investment style will be applied at any time.'
Despite the market rally since the late summer of 2012 many stocks in the
portfolio are still trading at substantial discounts vs. their fair values.
Klaus Kämmerer notes: 'The portfolio is trading at an almost historically
low p/bv-multiple of 0,6 on average. This offers a tremendous upside
potential for the fund in a further market recovery.'
The Fidecum team expresses its gratitude to our investors for having
trusted in our work, sometimes even since inception of the fund. We are
looking forward to continue trustfully working with you.
Please do not hesitate to contact us for any further question. We are
looking forward to your call or to your e-mail.
Kind regards
Klaus Kämmerer, Tel. +49 6172 6826 515, E-Mail: klaus.kaemmerer(at)fidecum.com
Ines Holzhauer, Tel. +49 6172 6826 517, E-Mail:
ines.holzhauer(at)fidecum.com
Fidecum AG - fund manufacturors
End of financial news
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221277 16.07.2013
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