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PRESS RELEASE: GAN Aktiengesellschaft : ACATIS GAN Value Event Fonds UI celebrates its 5th anniversary

DGAP-News: GAN Aktiengesellschaft / Key word(s): Funds GAN Aktiengesellschaft : ACATIS GAN Value Event Fonds UI celebrates its 5th anniversary

07.01.2014 / 15:32

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GAN Aktiengesellschaft: ACATIS GAN Value Event Fonds UI celebrates its 5th anniversary

The asset allocation balanced fund was issued by GAN Aktiengesellschaft in cooperation with ACATIS Investment GmbH on 15 December 2008 and offers investors a basic investment option for long-term and balanced investment. Fund managers Dr Uwe Rathausky and J. Henrik Muhle seek to achieve returns similar to those achievable on equity, but with a continuity that gives investors peace of mind in all phases of the market.

The global fund has a rating of five stars from Morningstar (the top rating) and a fund rating of 1 from Finanzen Verlag (the top rating). It is a Lipper Leader in two areas (total return and consistent return) and has received multiple awards (such as Lipper Fund Awards).

With a return of 94% since its launch and a volatility of 8%, the fund regularly tops the performance rankings. Annualised return is 14%. The fund has closed each full calendar year with positive results: 2009 (32%), 2010 (18%), 2011 (2%), 2012 (13%) and 2013 (8%). The fund size is 803 million euros (figures correct as at 31 December 2013).

Investors in the fund benefit from a variable ratio of investment in shares, bonds and liquidity.

'We compare the returns on shares with those on conventional bonds. Our approach focuses on income streams and calculates the time-weighted return to make investments in shares and bonds comparable. We therefore need to be able to plan and count on income streams, which is why we invest in 'winners' in the share segment and in company 'financial stability' in the securities segment.' (Dr Uwe Rathausky)

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PRESS RELEASE: GANÉ Aktiengesellschaft : ACATIS GANÉ Value Event Fonds UI celebrates its 5th anniversary