Funds the gateway to B&P QuantAnalysis

Successful quantitative share analysis by Dr. Blumer & Partner is not only available to our own clients. The firm’s four B&P QuantFunds can be purchased from any bank, enabling efficient coverage of the entire global share market.

B&P OptiMix World:

From 16,000 liquid securities throughout the world, the B&P OptiMix World selects the 50 to 70 which offer the best comparative values in quantitative terms. Shares from Emerging Markets as well as New Economy Markets are also added. Both of these categories are actively weighted on the basis of fundamental considerations.

This fund is suitable for investors geared to a long-term horizon (7-10 years) who wish to participate in the development of international markets and who are prepared to accept the price fluctuations involved. The management basically invests the fund’s assets in shares and financial instruments of a similar nature. They must meet rigorous selection criteria and are selected with the help of a thorough, disciplined and quantitative analysis. Other permitted investments are also possible, and investments may be made in any currency. Within the USA units of these fund products must not be sold, offered or delivered to investors whose domicile is in the USA or who have US nationality. Fund prospectuses and other reports are available from the Custodian Bank.

> Factsheet B&P OptiMix World

B&P Q-Selection Europe:

B&P Q-Selection Europe selects the 40 stocks with the best quantitative comparisons from 1700 liquid  securities.

The fund is suitable for long-term investors (7-10 years) who wish to participate in the development of international markets and are prepared to accept price fluctuations. The fund invests worldwide in equities of companies with a focus on geographic Europe. The fund has been managed since 03.07.2002 on the basis of QuantAnalysis and was transformed from a global approach into a Europe fund on July 1, 2007. Shares of this fund product may not be sold, offered or delivered within the USA to investors domiciled in the USA or who have US nationality. Fund prospects and other reports are available from the Custodian Bank.

> Factsheet Q-Selection Europe

 

B&P Bond Selection:

The B&P Global Bond Selection covers global bond markets with a widely diversified portfolio.

This fund is suitable for investors who do not want to specify one single currency but would rather aim for the widest possible diversification. The fund makes broad-based investments on the international bond markets, including convertible bonds and warrant bonds with all creditworthiness levels and terms, from known issuers. Units of this fund product must not be sold, offered or delivered within the USA to investors whose domicile is in the USA or who have US nationality. Fund prospectuses and other reports are available from the Custodian Bank.

> Factsheet Global Bond Selection