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FOCUS Equitable Values
Ampega Responsibility
FOCUS Global Equities
This equity fund – aligned with the overall market – invests in large companies that possess market leadership and innovation, offering a positive outlook, and stable earnings.
FOCUS Equitable Values
In addition to financial returns, we also take non-financial goals into account in our decision making processes. In this way, we support companies that act as pioneers or are an a path that makes them ecologically and socially responsible actors.
The FOCUS Equitable Values embodies the concept of a global equity fund that consists of stable value stocks and is supplemented by innovative, future-oriented medium-sized stocks. We are convinced that we invest in shares of companies that offer forward-looking solutions to current and future challenges. The selected stocks in our portfolio bravely face today’s challenges in order tobe tomorrow’s winners and generate structural growth. A solid balance sheet enables sustainable profitability and investments in sustainable growth.
Ampega Responsibility
Our world is currently experiencing profound change driven by various trends. Digitalization, demographic change, increasing urbanization, climate change and technological progress are some of the trends that fundamentally influence our lives and our working world. These changes bring new challenges, but also unexpected opportunities. Companies that cleverly exploit these trends can benefit from them and develop long-term growth potential.
As a themed fund of funds, the Ampega Responsibility Fund offers an innovative and future oriented investment alternative. With our flexible approach, we focus an three main themes: technology, innovation/disruption and global health. In order to better diversify risk, we invest in actively managed funds and ETFs – globally and independently of benchmarks.
FOCUS Global Equities
Aligned with the overall market, the equity fund invests in large, globally operating companies that possess market leadership and innovation, offering a positive outlook, contributing to shaping the future, and exhibiting mature business models and stable earnings.
The investments aim to provide the portfolio with exceptional resilience through all market phases. High innovation capability combined with a healthy balance sheet enables attractive long-term revenue and profit growth. Active management of sector allocation and stock selection with a concentrated portfolio supports the objective of achieving an attractive risk-return ratio.