Baumann and Partners Sicav Global Dynamic

ISIN: LU0393875736
The Portfolio seeks long-term above average growth of capital. To achieve this objective, the Portfolio, which is a fund of funds, primarily invests its assets in collective investment schemes that in turn invest in equities and equity related securities. The Investment Manager adopts a dynamic  strategy, by actively positioning the portfolio according to prevailing market conditions. This could be on the basis of particular sector funds, thematic funds and geographical funds with the potential to provide enhanced returns relative to the market. Financial derivative instruments will be used for efficient portfolio management and reduce the volatility. The typical investor for this fund has an investment time frame of more than five years and seeks strong capital appreciation accepting higher volatility.

Baumann and Partners Sicav Global Defensiv

ISIN: LU0393876114
The Portfolio seeks a balance between a high level of current income and growth of capital, with a greater emphasis on income. To achieve this objective, the Portfolio, which is a fund of funds, normally invests primarily its assets in collective investment schemes that in turn focus on asset preservation such as cash funds, money market funds, fixed income funds, and total return funds, listed in EUR in order to minimize any currency risk.
The typical investor for this fund has an investment time frame of less than three years and seeks capital preservation with low volatility.

 
 

Baumann and Partners Sicav Global Responsible Future

ISIN: LU0393876387
The Portfolio seeks long-term growth of capital. To achieve this objective, the Portfolio, which is a fund of funds, primarily invests its assets in collective investment schemes that in turn invest in equities and equity related securities with an emphasis on the main themes: Social Responsibility, Sustainability and Environmental Investments. Only target funds with a strict focus on renewable energy, ecologically friendly businesses and ethical approach are eligible for the portfolio. The typical investor for this fund has an investment time frame of more than five years and seeks capital growth accepting a slightly higher volatility.

DISCLAIMER
This documentation does not consitute an offer or a solicitation. Please read the Prospectus carefully before investing.