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Lupus Alpha Fonds - Lupus Alpha Smaller German Champions C (0P00000UZ0)

Luxembourg

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479.710 -1.180 -0.25%

13/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 492.03M

Type: Fund

Market: Luxembourg

Issuer: Lupus alpha Investment SA

ISIN: LU0129233507

Asset Class: Equity

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0P00000UZ0 Overview

On this page you'll find an in-depth profile of Lupus Alpha Fonds - Lupus Alpha Smaller German Champions C. Learn about the key management, total assets, investment strategy and contact information of 0P00000UZ0 among other information.

Investment Strategy

The investment policy aims at achieving the highest possible capital appreciation. At least 51% of the subfund's assets shall be invested in small and medium European companies (Small- and Mid-Caps), for example in titles of the MDAX® Performance-Index or the SDAX® Performance-Index and, e. g., in titles of the Technology All Share Index (Indices of Deutsche Börse AG), admitted for trading on a stock exchange or admitted to or included in another organised market and which are not units of an investment fund. Due to investment-policy interests, equities of European Large Caps may be considered as well, if they are admitted for trading on a stock exchange or admitted to or included in another organised market and which are not units of an investment fund.

Contact Information

Address D-60327 Frankfurt am Main
Frankfurt am Main,
Germany

Phone -

Top Executives

Name	Title	Since	Until
Jonas Liegl	-	2020	Now
Björn Glück	-	2009	Now
Biography	Björn Glück, CFA, joined the team in 2005 and is specialized in German small and mid caps. During his business studies at the Goethe University in Frankfurt he was a working student with BCA AG and Goldman Sachs. He started his professional career at Dresdner Bank AG as bank clerk.
Peter C. Conzatti	-	2007	2020
Biography	Peter Conzatti joined Lupus alpha in 2005. As portfolio manager he is specialised in European small cap stocks with a special focus on micro caps. In the years between 1996 and 2005 he worked with UBS Global Asset Management KAG as Senior portfolio manager and director. Peter started his professional career at Baden-Württembergische Bank in Stuttgart with a focus on private wealth management, research and portfolio management. He holds a master's degree in business administration.
Josef Schopf	-	2001	2006

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Lupus alpha Small.	479.710	-1.180	-0.25%