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New equity fund with cost-efficient integrated hedging

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Author: Thomas Wiegelmann, LeanVal Asset Management

Date:

26. May 2023

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The LeanVal Equity Protect equity fund represents a combination of expertise drawn from the group’s equity research and portfolio hedging experience.
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Our firm is renowned for its expertise in hedging. Previously known as CCPM, we have honed this craft for over three decades.
Thomas Wiegelmann
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©2023. All rights reserved. This publication is exclusively intended for the use of professional and semiprofessional investors and is not intended for private investors. This publication is for information purposes only. The information provided should not be taken as recommendation or advice. All information is based on publicly available sources which we consider to be reliable. We cannot guarantee the accuracy or completeness of the information, and no statement in this publication is to be understood as such a guarantee. The opinions expressed in this publication are subject to change without notice. Information on historical performance do not allow conclusions about or otherwise guarantee future performance. The sole basis for the acquisition of units is the Fund documentation for the respective investment fund, which is available free of charge at Universal Investment and in the Internet at www.universal-investment.com. This does not constitute an offer or invitation to subscribe for units or shares of an investment fund. The information presented should not be considered reliable in this sense, as it is incomplete with regard to the possible interpretation as a subscription offer and may still be subject to change.

A summary of your investor rights can be found at www.universal-investment.com/en/Corporate/Compliance/Investor-Rights. In addition, we would like to point out that Universal Investment may, in the case of funds for which it has made arrangements as management company for the distribution of fund units in other EU member states, decide to cancel these arrangements in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU, i.e. in particular by making a blanket offer to repurchase or redeem all corresponding units held by investors in the relevant member state.

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