• English language
  • German language
  • Italian language
  • Spanish language
Navigation

GAMAX Funds Junior invests in shares of successful companies whose products, services or brands target the younger generation to profit from global demographic growth trends and higher disposable incomes. We believe these companies offer the best opportunities for above-average growth.

Benefits at a glance:

  • Active Management style combining Growth & Quality
  • Low volatility outcome with a focus on controlling downside risks at all stages of the process
  • Benchmark agnostic with broad global diversification. We only invest in shares of companies we strongly believe in whether or not they belong to the reference index.
  • Exploits the global growth opportunities of international market and sector leaders that focus on younger consumers
  • Thematic layer used both as a source of ideas as well as a screening tool
  • Rigorous bottom up stock selection leveraging in-house independent research team with extensive on the ground company meetings
  • Active currency hedging where justifiable and economical
  • Dynamic cash allocation (up to 10%)
Fund Data
Management company:
GAMAX Management AG
Depository bank:
RBC Investor Services Bank S.A., Luxembourg
Domicile:
Luxembourg
Legal form:
FCP
Regulatory status:
UCITS
Registered in:
Germany, Austria, Luxembourg, Switzerland, Spain, and Italy
ISIN: share class A / I
LU0073103748 / LU0743996067
Launch date of Fund:
03.02.1997 / 06.03.2012
Fund assets (millions):
151.93 EUR (31.05.2016)
Fund currency:
EUR
Distribution policy:
Accumulation
Issuing premium:
6.08% (of NAV) / 0.00% (of NAV)
Management fee:
1.50% / 0.90%
Advisory fee:
0.30% / 0.00%
Performance Fee:
10.00% / 10.00%