MFC Opportunities One – The Specialist One

At least 51% of the fund is made up of securities from issuers based in Europe. The fund’s strategy aims to generate high returns from trading European securities (with a focus on stocks). To do this, the fund uses a three-pillar strategy: value investments, special situations and trading fast markets. Value Investments are investments in promising, undervalued stocks, primarily from the mid- and small-cap segment. Particular attention is paid to a solid balance sheet structure. In the segment Special Situations, investments are made in stocks with corporate actions, takeovers, profit and control agreements and squeeze-outs. In the Fast Markets Trading Strategy, short-term market distortions are to be exploited.

Seven Reasons Base 1 – The Universal One

The Seven Reasons Base 1 can invest in all types of securities. A broad diversification in many different asset classes is aimed for. The risk of the fund should remain balanced and be roughly a portfolio risk with 50% equities and 50% bonds. The fund pursues a core-satellite strategy and also invests in products for special situations.

MFC Global Dividend Fund – The Traditional One

The fund invests in high-dividend securities exclusively in Europe and the USA. A structured approach is used to select titles. From the universe of the Stoxx 600 and the S&P 500 Index, a model is used to determine those stocks that have the best ranking in terms of dividend payment, dividend growth, cash flow and other factors. A portfolio with a target weighting of 50% Europe and 50% USA is created from the best stocks in this model, and investments are equally weighted.

Note

  • Past performance does not allow any reliable conclusions to be drawn about the future performance of an investment fund. Issue and redemption fees for the funds as well as other external expenses and taxes are not taken into account in the performance calculations and reduce the return on the investment. Earnings expectations are mere estimates at the time this document was prepared and are not a reliable indicator of actual future development
  • The current prospectus and the key investor information (“KID”, “KIID”) of the MFC Opportunities, the MFC Global Dividend Fund and the Seven Reason Base 1 are available in German on the homepage www.llb.at and at the registered office of LLB Invest Kapitalanlagegesellschaft mbH, Heßgasse 1, 1010 Vienna as the issuer and the Liechtensteinische Landesbank (Österreich) AG, Heßgasse 1, 1010 Vienna, as the custodian bank.
  • The current prospectus and the key investor information (“KID”, “KIID”) of MFC Opportunities One is available in German on the homepage www.universal-investment.com and at the headquarters of Universal-Investment-Gesellschaft mbH, Theodor-Heuss-Allee 70, 60486 Frankfurt am Main, available free of charge as the issuer.
  • The tax treatment based on the audited annual report will be published at www.llb.at or www.universal-investment.com.

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