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The objective of the BICHELER KONZEPTFONDS equity fund is to achieve above-average long-term growth in value. To achieve this objective, the selection of individual equities is based on the momentum approach. The fund is also composed of an active and a passive strategy. The active strategy is based on an in-depth fundamental and charting analysis of the top momentum stocks. The passive strategy involves direct investment in the top 5-10 momentum stocks. The fund is fundamentally focused on full investment in equities, focusing on Europe and North America. All equities in the sub-portfolio are weighted similarly at the time of purchase. The composition of the equity portfolio is regularly reviewed through consistent, systematic monitoring.
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