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The ART Transformer Equities Fund

The global equity fund selects its securities from the segment of companies that deal with blockchain technology. On the one hand, the portfolio consists of so-called new players (listed start-ups/small and medium-sized enterprises) that offer new products or services in the context of blockchain technology and whose unique selling points are therefore based on blockchain technology. On the other hand, the portfolio also consists of established companies (Established), which may already be market leaders in existing markets, but use Blockchain technology to gain a competitive advantage over their competitors.

The selection of securities for the fund's universe is based on in-depth research into investible companies that can be located in the individual layers of block chain technology and the value creation potential of certain use-cases in which they are directly or indirectly involved.

In the next step, the securities from the universe are subjected to a quantitative and qualitative analysis before an investment decision is made for the approximately 60 to 90 securities in the portfolio.


 

Which titles enter the universe of the fund?

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Our diversification strategy

 
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Products

EQUITY / SHARES

Main element of the portfolio
Participation in price development
Possible dividends


STRUCTURED PRODUCTS

Second asset class
Focus on futures & ETFs
Improves profit opportunities

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Industries

AUTOMOBILE

ENERGY

FINANCES

INSURANCE

LIFE SCIENCE

LOGOSICS

SPECIAL INVESTMENTS

TECHNOLOGY

TRAVEL

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Age

NEW PLAYER

Startups/SMEs
BC Technology based USPs
Offer new products/services


ETABLED

(Large) Groups
BC as competitive advantage
Market leader in existing markets

 

Fund data

 
 

SHARE CLASS R

WKN / ISIN A2PB6R / DE000A2PB6R4
FUND CURRENCY Euro (EUR)
UPDATE 02.05.2019
FISCAL YEAR END 30.04.
FUND ADVISOR Pegasos Capital GmbH, MUC
INVESTMENT COMPANY Universal-Investment-Gesellschaft mbH, FFM
TRUST HOUSE Hauck & Aufhäuser Privatbankiers AG, FFM
FUND CATEGORY Global equity fund
APPROPRIATION OF EARNINGS Distributing
TER (PAST GJ) 1,96 %
PERFORMANCE FEE p.a. 10% of the annual return generated above 6% p.a. (High Watermark)
ISSUE PREMIUM up to 5.00
MINIMUM none
SPARE PLANNING yes
AVAILABILITY daily


 

ART Transformer Equities R - Direct purchase

 

First possibility:

Via your existing portfolio
(ISIN DE000A2PB6R4)

 

Second possibility:

Open new securities account

You don't have a portfolio yet and want to buy ART Transformer Equities R without an issue surcharge?

No order fees

☑ 0% issue surcharge

☑ Savings plan from 10 EUR

 

Depoteröffnung in nur 10 Minuten. Kaufen Sie den ART Transformer Equities R und über 10.000 weitere Fonds bei FNZ.   

 
 

Third possibility:

Direct acquisition via the stock exchange
(ISIN DE000A2PB6R4)