Equity investments
Equity funds
The traditionally managed funds have a long-term orientation, focussing on value increase that stretches over an investment horizon of several years.
The basis is an active investment policy, targeting a return above average in the long run. Shares are selected by means of a multilevel fundamental selection process that differs from conventional top-down and bottom-up approaches. Stock markets – especially certain sectors – may differ substantially in performance, depending on economic cycle and interest situation. The purpose of the process is to invest in fundamentally promising and favourably rated industries and single shares.
The differentiation is made according to the region of the equities included (e.g. equity funds USA, pacific region, ...) and/or the respective investment focus (sector rotation, dividends or convertible bonds).
VB-Pacific-Invest
For years, Asia has been gaining political and economic influence because of its dynamism. These up-and-coming economies were and remain the major growth-drivers of the global economic upturn.
Asia is one of the fastest growing consumer markets in the world. The rapid development of a consumption-oriented middle class and the increasing urbanisation of Asia will accelerate this trend still further.
In 2011, VB-Pacific-Invest repeated its previous year’s success at the Lipper Award Austria. Victory in the Equity Asia Pacific (five-year period) and the underlying performance again underlines the extraordinarily successful development.
This is an extract from the product range. You can find further information here.
Disclaimer:
The contents are solely intended to provide non-binding information. The information contained in this brochure is not a recommendation to buy or sell financial instruments. The information sheet is not a substitute for professional advice about the financial instruments described therein and, in particular, is not a substitute for a comprehensive risk evaluation. It is neither an offer nor an invitation to buy or sell financial instruments. The information presented here was researched with the utmost care. Volksbank Invest Kapitalanlagegesellschaft m.b.H. assumes no responsibility neither for the accuracy, completeness or timeliness of the information nor for misprints contained.
Prospectus: The published prospectuses for these investment funds in their present form, including all modifications that have been made since their initial publication, are available under www.volksbankinvestments.com at and may also be obtained from the headquarters and branch offices of the Volksbank Group. Prospectuses are published in the German and English language.
The capital investment company and the FMA points out that the Investment Fund Act (InvFG) 2011 is effective as of 01.09.2011. The legal references set out in the Fund Rules and the sales prospectuses refer to the InvFG 1993 because the Fund Rules were approved on the basis of the legal regulations valid at that time.