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FRANKFURT-TRUST Investment-GmbH - http://www.frankfurt-trust.de
 

Competence and experience in asset management is what Frankfurt-Trust is all about. The company was founded in 1969 and is a 100 percent subsidiary of BHF-BANK, one of the major private banks, with more than 150 years of tradition.

One of their main aim for their customer is to be the leading expert. An active fund manager is used along with an experienced team of analysts and portfolio managers. The basis of a transparent and disciplined management process includes developing quantitative models for stock selection to choose from and interest-bearing securities .

Currently Frankfurt-Trust  manage assets over EUR 16 billion in more than 200 funds.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

FRANKFURT-TRUST Investment-GmbH

FT Global HighDividend

DE0005317416

EUR

06/11/2002

2

High

FT Global HighDividend invests globally in equity securities with a stable high dividend yield of at least three percent. Currency risk is to a large extent hedged. The fund concept follows a clearly structured and easily comprehensible investment approach. The selection process considers quantitative als well as qualitative criteria. Due to its defensive positioning, FT Global HighDividend is suitable for firsttime investors or as a core investment for conservative investors.

FRANKFURT-TRUST Investment-GmbH

FT Euro Highdividend Fund

DE0005317424

EUR

01/04/2004

3

Medium

FT Euro HighDividend uses a simple, but effective, valuation model: dividend yield. The investment approach is systematic and considers quantitative as well as qualitative criteria. FT Euro HighDividend is recommendable to all equity investors who want to capture the potential of high dividend Euroland securities.

FRANKFURT-TRUST Investment-GmbH

FT InterSpezial

DE0008478009

EUR

30/09/1970

2

High

FT InterSpezial is a broadly diversified portfolio investing in the equity securities of global companies. The investment universe spans from solid blue chips to attractive second tier stocks. The fund is generally fully invested. The investment goal is capital appreciation. Due to its high level of diversification, the fund is suitable for conservative equity investors who want to capture the potential of global equity markets.

FRANKFURT-TRUST Investment-GmbH

FT Frankfurt Effekten Fund

DE0008478058

EUR

27/05/1974

2

High

FT Frankfurt-Effekten fund is a fund classic. It invests in the equity securities of large and medium-sized German companies. To a limited extent, the fund may invest in Euroland equities. The investment policy aims for longer term capital appreciation. The FT Frankfurt-Effekten fund is recommendable to conservative equity investors who want to capture the potential of the German equity market.

FRANKFURT-TRUST Investment-GmbH

FT - FMM Fonds Cap

DE0008478116

EUR

17/08/1987

4

High

n/a

FRANKFURT-TRUST Investment-GmbH

FT FlexInvest Pro

DE0008478132

EUR

10/12/1990

2

Medium

FT FlexInvest Pro is a hybrid fund that can invest in equities, fixed income and cash. Up to 100 per cent of the fund assets can be invested in equities. Since 1 January 2010, this fund has been managed according to the quantitative FSM model, which analyses fundamental data, sentiment and the market trend as three factor groups in order to derive the relative attractiveness and weighting of the asset classes. The fund aims to generate an attractive performance even in a highly volatile market environment.

FRANKFURT-TRUST Investment-GmbH

FT EuropaDynamik P Cap

DE0008478181

EUR

29/07/1992

4

High

FT EuropaDynamik invests in the equity securities of European companies. The security selection process is based on a proprietary quantitative approach (BMR+) that considers the fundamental data of stocks in the STOXX Europe 600 Index in regard to valuation, momentum, risk, growth and earnings revisions. The portfolio is comprised of the best stocks in these categories and is reviewed regularly. The investment policy aims for longer-term capital appreciation. FT EuropaDynamik can be used for diversification by investors with an aggressive investment strategy who want to capture the potential of the total European equity market via a first class equity portfolio.

FRANKFURT-TRUST Investment-GmbH

FT Navigator 100 Fund Cap

DE0009770339

EUR

18/11/1999

3

Medium

FT Navigator 100 invests up to 100% of its holdings in select equity funds. The fund is suitable for risk-oriented investors who are willing to accept higher volatility. The fund holds only above-average, successful equity funds that fulfill high quality requirements.

FRANKFURT-TRUST Investment-GmbH

FT Navigator 70 Fund Cap

DE0009770347

EUR

18/11/1999

4

Medium

FT Navigator 70 invests up to 70% of its holdings in select equity funds and the remainder in first-class fixed income funds. It is suitable for mid and long-term oriented investors looking for a return-oriented mixture of attractive funds for the accumulation of assets.

FRANKFURT-TRUST Investment-GmbH

FT Navigator 40 Fund

DE0009770354

EUR

18/11/1999

4

Medium

FT Navigator 40 offers a high quality mixture of equity and fixed income funds with the maximum equity holding limited to 40%. The fund is suitable as a mid-term investment for conservative investors who seek to achieve attractive returns with limited volatility.

FRANKFURT-TRUST Investment-GmbH

FT New Generation Fd Cap

DE0009770362

EUR

21/06/1999

2

High

FT New Generation invests globally in promising companies from pioneering sectors. The investment focus is on young, dynamic companies as well as established companies with innovative product ideas. These growth companies offer higher returns, however are accompanied by high risks. Higher price fluctuations cannot be ruled out. The fund can be used for diversification by investors with an aggressive investment strategy who want to capture the potential of innovative companies.

FRANKFURT-TRUST Investment-GmbH

FT GlobalDynamik Cap

DE0009772988

EUR

02/01/1998

2

Medium

FT GlobalDynamik invests in the equity securities of promising global companies. The security selection process is based on a proprietary quantitative approach (BMR+) that considers the fundamental data of stocks in the MSCI World Index in regard to valuation, momentum, risk, growth and earnings revisions. The portfolio is comprised of the best stocks in these categories and is reviewed regularly. The investment policy aims for longer-term capital appreciation. FT GlobalDynamik can be used for diversification by investors with an aggressive investment strategy who want to capture the potential of the global equity market.

FRANKFURT-TRUST Investment-GmbH

BHF Total Return Ft

DE000A0D95Q0

EUR

15/07/2005

4

Medium

BHF Total Return FT invests flexibly in European equity, fixed income and money market instruments, as well as suitable mutual funds. The focus of security selection is on achieving stable gains. A decision to invest in equity results primarily from market timing considerations. The fund is suitable for return-oriented investors who would like a broadly invested, flexible portfolio to accumulate savings.

FRANKFURT-TRUST Investment-GmbH

FT UnternehmerWerte Fd Cap

DE000A0KFFW9

EUR

15/12/2006

3

High

The fund FT UnternehmerWerte invests Europe-wide in publically listed companies where the owner runs the company or exerts considerable influence in the managing board or advisory board and owns at least 25% of the shares. We use quantitative screening techniques to ensure that these guidelines are met and that ample liquidity is available. The fund is suitable for investors who would like to benefit from the positive outlook of companies managed by their owners.

FRANKFURT-TRUST Investment-GmbH

Klawinvest-Trading Cap

DE000A0M1UF5

EUR

01/11/2007

1

High

N/A

FRANKFURT-TRUST Investment-GmbH

Schmitz & Partner Gl Defensiv Cap

DE000A0M1UL3

EUR

07/05/2008

5

High

N/A

FRANKFURT-TRUST Investment-GmbH

AW Global Invest Basic Plus Cap

DE000A0MURA5

EUR

01/10/2007

2

Medium

N/A

FRANKFURT-TRUST Investment-GmbH

AW Global Invest Dynamic Plus Cap

DE000A0MURB3

EUR

01/10/2007

2

Medium

N/A

FRANKFURT-TRUST Investment-GmbH

R1 Value Portfolio Cap

DE000A0MURC1

EUR

01/10/2007

3

Medium

N/A

FRANKFURT-TRUST Investment-GmbH

Schmitz & Partner Gl Offensiv Cap

DE000A0MURD9

EUR

01/11/2007

3

Medium

N/A

FRANKFURT-TRUST Investment-GmbH

FT Navigator 25 Cap

DE000A0MURE7

EUR

20/08/2007

3

Medium

FT Navigator 25 offers a high quality mixture of equity and fixed income funds with the maximum equity holding limited to 25%. The fund is suitable as a mid-term investment for conservative investors who seek to achieve attractive returns with limited volatility.

 
 
       

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