Mutual funds

First Private Euro Dividenden STAUFER is an active equity fund that is fully invested at all times, pursuing an investment approach independent of any benchmark. The dividend-oriented fund aims to achieve substantial excess returns compared to the EURO STOXX 50 equity index.

The rule-based stock selection process ascribes great importance to a robust dividend yield and a shareholder-friendly distribution policy. The concept incorporates an impressively sophisticated blend of valuation and dividend filters. Building on a quantitative screening process, the fund invests in 40 to 60 of the most promising and robust dividend stocks in the eurozone.

All in all, this multi-award winning fund offers substantial outperformance potential versus both its benchmark and passive dividend offerings.

First Private Europa Aktien ULM is a European equity fund with a clear focus on value that actively targets excess returns versus the European equity market.

The value-focused stockpicking approach follows a fundamental/quantitative selection process. Low stock market valuations relative to profits and solid earnings profiles alongside a stable financial base are the core components of this fund strategy. The best stocks are included in the portfolio optimisation process, which performs rigorous quality and risk controls. The outcome is a diversified stock portfolio.

With its systematic, value-oriented investment process, First Private Europa Aktien ULM embodies the utmost in continuity, reliability and transparency at a time of short-lived and rapidly shifting trends.

First Private Aktien Global is a globally diversified equity fund that is fully invested at all times. Its value-focused approach aims to achieve above-average returns compared to both value indices and the broader equity market over the long term.

Alongside a strict liquidity filter, the multi-stage quantitative process incorporates fundamental and systematic stockpicking that builds on three sub-strategies. These independent approaches focus on high-value, inexpensive stocks, stable dividend payers and good momentum in factors like value, growth and quality. The fund invests in more than 50 countries. The most attractive 100 to 140 stocks are included in the portfolio following extensive risk analyses and subject to a balanced mix of the three sub-strategies.

The fund concept offers impressively broad diversification at the style, sector and country levels as well as a flexible emerging markets allocation.