Flossbach von Storch - Multiple Opportunities II


A robust portfolio

Key characteristics

  • An active, benchmark-unaware management.
  • Investment decisions are based on the risk-reward ratio of the individual assets.
  • A high degree of flexibility in asset allocation across asset classes, geographical regions, and currencies.

The Fund offers ...

... "A great opportunity for flexible, growth-oriented investors without a fear of short-term market fluctuations and with the aim of achieving above-average returns over the long term."

Dr Bert Flossbach, Fund Manager and Co-Founder of Flossbach von Storch AG

Bert Flossbach

Why invest?

  • To pursue higher absolute returns over the long term (more than five years) through an active, independent and unconstrained strategy.
  • To take advantage of the opportunities of a highly flexible solution with the aim of avoiding a permanent loss of value.
  • To benefit from the in-depth knowledge and experience of a fund manager who has been awarded the "Refinitiv Lipper Fund Awards" for the fifth consecutive year as the best European multi-asset company over three years ‒ from 2017 to 2020 in the Large Size category and in 2016 in the Small Size category.*
  • The Fund Manager is also Co-Founder of Flossbach von Storch AG; driven by passion and conviction, he also invests his own capital based on this strategy.

Opportunities

  • Flexible investment policy without benchmarking.
  • Risk is broadly diversified by investing in a range of asset classes (e.g. equities, bonds, convertible bonds and precious metals indirect). Market potential can be exploited by investing across a wide range.
  • Investing in assets denominated in a foreign currency can have a positive impact on unit values as a result of exchange rate movements.
  • Derivatives can be used to increase potential yields.
  • Precious metals (indirect) (e.g. in the form of gold) can be used to increase potential yields.

Risks

  • Market risks: The securities in which the Management Company invests the sub-fund assets present opportunities for gain but also the possibility of risk. If a sub-fund invests directly or indirectly in securities and other assets, it is subject to many general trends and tendencies on the markets, which are sometimes attributable to irrational factors, particularly on the securities markets. Losses can occur when the market value of the assets decreases against the cost price. If a unit holder disposes of units in a sub-fund at a time when the quoted price of the sub-fund assets is less than at the time of investment, then the unit holder will not recover the full value of the investment. While each sub-fund constantly strives to achieve growth, growth cannot be guaranteed. The risk exposure of the investor is, however, limited to the sum invested. There is no obligation to make additional capital contributions beyond investors' investments.
  • Currency risks: If a sub-fund holds assets which are denominated in foreign currencies, it shall be subject to currency risk. In the event of a devaluation of the foreign currency against the reference currency of the subfund, the value of the assets held in foreign currencies shall fall.
  • Credit risks: The fund may invest part of its assets in bonds. The issuers of these bonds could become insolvent, causing the bonds to lose some or all of their value.
  • Interest change risks: Investing in securities at a fixed rate of interest is connected with the possibility that the current interest rate at the time of issuance of a security could change. If the current interest rate increases as against the interest at the time of issue, fixed rate securities will generally decrease in value. Conversely, if the current interest rate falls, fixed rate securities will increase.
  • Risks relating to the use of derivatives: The fund may enter into derivative transactions for the purposes listed in the KIID and the sales prospectus. This means increased opportunities, but also increased risk of losses. The use of derivatives to hedge against losses may also reduce the profit opportunities of the fund.
  • Risks of precious metals and commodities: Precious metals and commodities may be subject to greater price fluctuations. Trading prices may also fall.

This is not an offer to buy or subscribe to securities. The information does not constitute investment advice or other recommendations. The value of any investment may fall or rise, and you may not get back the amount invested. You should consult with your advisor before making any investment.

Visit the fund details page here. There you will find performance data, the portfolio structure and additional detailed fund information.

Various financial terms are explained in our Glossary.

Information regarding use and limited distribution


The information on this website is intended exclusively for investors resident or domiciled in Switzerland. It is not intended for publication, use, or distribution to or by any person in a country other than Switzerland. In particular, this information is not intended for distribution within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA. The information regarding collective investment schemes on the following pages are limited to foreign collective investment schemes which have been approved by the Swiss Financial Market Supervisory Authority FINMA (“FINMA”) for distribution in or from Switzerland to non-qualified investors.

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