Landesbank Berlin Investment GmbH

Fund Company

Landesbank Berlin Investment GmbH - http://www.lbb-invest.de
 
Landesbank Berlin Investment GmbH (LBB-INVEST) is the only investment company domiciled in Berlin. It was established in 1988 and currently manages €12 bn in funds on behalf of its clients. LBB-INVEST is thus a medium-sized German investment company and as such, able to offer a complete and focused range of products and to respond flexibly to changing markets and client needs.

LBB-INVEST manages both retail funds for private and institutional investors and specialised funds for institutional investors. In addition, their specialists offer professional and comprehensive fund based asset management services. They provide master investment company and advisory services for institutional clients.  The subscribed capital of LBB-INVEST is €10.2 m. LBB-INVEST is a wholly owned subsidiary of the LBB AG Group.

"Make your wealth grow." This is LBB-INVEST’s company motto, and their fund management is committed to it. A team of experienced securities specialists manages the investment funds of LBB-INVEST, employing up-to-date analysis techniques and operating according to systematic, understandable investment principles based on fundamental, quantitative and technical considerations. A meticulous risk management strategy completes the investment process. In addition, LBB-INVEST relies on two highly qualified and recognised advisory firms: Lingohr & Partner Asset Management GmbH, Erkrath (one of its managing directors is Frank Lingohr) and Keppler Asset Management Inc., New York (managing director: Michael Keppler) where both advisory firms have received numerous awards.

LBB-INVEST products


Attractive and innovative products are developed for their clients and provide a broad range of investment opportunities for all types of investors.  Different investor risk appetites are taken into account as well as different portfolio approaches.

Investment funds for private investors
LBB-INVEST offers a large range of investment funds. Investors can choose between European and global equity funds, bond funds, balanced funds and structured products, for example the Stratego fund family. In addition, LBB-INVEST offers umbrella funds and a number of specialised funds, such as regional funds focused on Eastern Europe or sector funds.

Products for institutional investors
LBB-INVEST is the professional partner in all portfolio management matters. Their expertise for institutional clients covers the following areas:

  • Retail funds for institutional investors:
This option offers the opportunity to invest relatively small amounts and the advantage that the client can respond flexibly and are not bound by a long-term contract. The client can invest cost-efficiently in any of the retail funds available to optimise the client's core/satellite strategy.

  • Specialised Funds
The management of specialised funds is tailored to the investment strategy the client wishes to pursue. Moreover, comprehensive services can be offered related to professional portfolio management.

Asset management on a fund basis
If the client does not intend to manage their assets themselves and prefer to rely on professional know-how and on a comprehensive range of services, LBB-INVEST fund-based asset management options such as LBB-INVEST VermögensManagement is an ideal solution. The minimum investment is only €10,000.

LBB-INVEST’s range of products includes an above-average number of investment funds that have repeatedly received excellent reviews from independent analysts. In 2007, LBB-INVEST was named Best Investment Company in the “global funds” category by FONDS professionell and Morningstar. Several of their funds have also received awards in the last few years, for example the global equity fund LINGOHRSYSTEMATIC- LBB-INVEST and the bond fund Multizins-INVEST.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

Landesbank Berlin Investment GmbH

Best-Invest 50 Fund

DE0005319818

EUR

18/09/2000

3

Medium

N/A

Landesbank Berlin Investment GmbH

Best-Invest 100 Fund

DE0005319826

EUR

18/09/2000

3

Low

N/A

Landesbank Berlin Investment GmbH

Lingohr Europa Syst LBB-Invest Cap

DE0005320097

EUR

01/10/2003

3

High

N/A

Landesbank Berlin Investment GmbH

Europa-Invest Fund

DE0008479247

EUR

31/10/1989

4

Medium

N/A

Landesbank Berlin Investment GmbH

Deutschland-Invest Fund

DE0008479288

EUR

12/11/1990

3

Medium

N/A

Landesbank Berlin Investment GmbH

Lingohr Asien Systematic LBB Invest

DE0008479387

EUR

21/04/1992

4

High

N/A

Landesbank Berlin Investment GmbH

Lingohr-Amerika-System-LBB Invest

DE0008479437

EUR

29/12/1993

1

High

N/A

Landesbank Berlin Investment GmbH

Gothaer-Global-LBB-Invest Fund

DE0009770156

EUR

03/08/1995

3

Medium

N/A

Landesbank Berlin Investment GmbH

Go East-Invest Fund

DE0009770172

EUR

01/12/1995

4

Medium

N/A

Landesbank Berlin Investment GmbH

Lingohr Systematic LBB Invest Cap

DE0009774794

EUR

01/10/1996

3

High

N/A

Landesbank Berlin Investment GmbH

WeltKap-Invest Fund

DE0009774836

EUR

02/01/1997

4

Low

N/A

Landesbank Berlin Investment GmbH

TopPortfolio-Invest Fund

DE0009774943

EUR

02/03/1998

3

Medium

N/A

Landesbank Berlin Investment GmbH

Millennium-Invest Fund Cap

DE0009799064

EUR

01/11/1999

4

Medium

N/A

Landesbank Berlin Investment GmbH

Stratego Wachstum Fund

DE000A0DNG16

EUR

01/04/2005

4

Medium

N/A

Landesbank Berlin Investment GmbH

Stratego Chance Fund

DE000A0DNG24

EUR

01/04/2005

4

Medium

N/A

Landesbank Berlin Investment GmbH

Keppler Emerg Markets LBB Inv DIS

DE000A0ERYQ0

EUR

30/08/2006

4

Medium

The Fund seeks to outperform the MSCI EM NR Index with below-average downside risk over investment periods of 3 to 5 years through a value-oriented bottom-up stock selection strategy focusing on high and stable dividend yields. The strategy is based on the recognition that dividends contribute significantly to total returns over the long haul, can provide protection during down markets and are significantly more reliable than price returns. To qualify for inclusion in the portfolio, stocks must also meet certain qualitative requirements. To ensure adequate diversification, the portfolio is controlled for country, sector and industry risk. Within industries, stocks tend to be equally weighted. The fund portfolio is regularly rebalanced, taking into account market valuation and implementation costs.

Landesbank Berlin Investment GmbH

Keppler-Global Value LBB Invest Dis

DE000A0JKNP9

EUR

02/07/2007

2

High

The Fund seeks to outperform the MSCI World Total Return Net Index with below-benchmark downside risk over investment periods of 3 to 5 years by investing in attractively priced, high dividend yielding equity securities issued by companies in developed and emerging countries worldwide (current ratio approximately: 70/30). To qualify for inclusion in the portfolio, stocks must also meet certain qualitative requirements. To ensure adequate diversification, the portfolio is controlled for country, sector and industry risk. Within industries, stocks tend to be equally weighted. The fund portfolio is regularly rebalanced, taking into account market valuation and implementation costs.