Anlageberatung & Recherche

Gestützt auf ein breit gefächertes, unabhängiges und hochwertiges Research bieten wir die komplette Bandbreite der Vermögensverwaltungsdienstleistungen an.

Wir sind in der Verwaltung von Einzelmandaten, sowie in der Verwaltung von Anlagefonds wie z. B. dem Ganador Spirit Invest Fonds tätig.

Ganador Spirit Invest Factsheet

Der Fonds wurde im Dezember 2007 als Mischfonds aufgelegt. Er ist nicht auf einen Referenzindex ausgerichtet und strebt eine angemessene Wertentwicklung bei geringer Volatilität an.

Wir haben im Januar 2016 unsere Fondspalette um den Ganador Spirit VISOM Fonds erweitert, einen reinen Aktienfonds mit Schwerpunkt auf europäischen Small- und Mid-Caps.

Ganador Spirit VISOM Factsheet

Im Juni 2016 haben wir unseren neuen Fonds Spirit European Global Leaders aufgelegt, ein Fonds, der ausschliesslich in erstrangige europäische Blue-Chips investiert, die in ihrem Sektor eine marktführende Positionierung haben. Anbei das Factsheet zu diesem Fonds.

Spirit European Global Leaders Fund Factsheet

Vervollständigt haben wir unsere Fondspalette durch den Valor Bohler-Spirit High Yield Bond Fonds, der am 23. Januar 2017 gestartet ist. Dieser durch Spirit Asset Management S.A. und Bohler Asset Management Ltd. gemanagte Fonds ist ein in Luxembourg aufgelegter UCITS Fonds, der ein aktiv betreutes Portfolio von auf EUR lautenden High Yield Bonds führt. Der überwiegende Focus liegt hierbei auf europäischen Unternehmensanleihen und Anleihen der Finanzindustrie.

Anbei das Factsheet zu diesem Fonds.

Valor Bohler-Spirit High Yield Bond Fund Factsheet

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The information contained in this website is for general information purposes only. The information is provided by Spirit Asset Management and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

 

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By accepting the terms of this disclaimer, you expressly acknowledge that you are, as the case may be, an investor who is legally or otherwise duly authorised to seek information about the funds referred to or described on the website.

 

The funds managed by Spirit Asset Management or mentioned in the website are not available to US persons unless otherwise indicated in their constitutional documents. No investment decisions shall be made solely on the basis of the information provided on the website. Investment in any of the funds referred to on the website can only be made on the basis of the corresponding funds’ or sub-funds’, as the case may be, articles of incorporation or management regulations, detailed prospectus, simplified
prospectus and/or key investor information document, latest available annual and semi-annual reports, as applicable.

 

Past performance is not indicative of future returns, as it demonstrates performance achieved in particular market conditions which may not repeat themselves in the future. In particular, Spirit Asset Management draws you attention to the risk warnings contained in the detailed prospectus of each fund, as well as in their simplified prospectus or key investor information document before deciding on any purchase in any fund or sub-fund described on the website.

 

Financial intermediaries who recommend investments in securities
managed/distributed by Spirit Asset Management should ensure that the investors understand the risks attached to such investments.

 

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