Loys Premium Germany: Hidden Champions as Turbo
Small and Mid caps still offer catch -up potential. (Photo: Freepik, Beinkotos)
Manager Markus Herrmann sets at the Loys Premium Germany (ISIN: LU2255688470) on 30 so -called hidden champions – medium -sized world market leaders in growth sectors such as green hydrogen, automation and digital infrastructure. High equity returns, stable cash flows and disruptive business models are the focus. The fund increased by 32 percent in the past 12 months. The Top-Holdings currently include Vere Group, Teamviewer and Douglas.
DWS Platow Concept: The Chameleon Fund
Christoph Frank and Roger Peeters manage that DWS Concept Platow (ISIN: LU1865032954) Since 2007 with a highly flexible and themed approach. 800 companies go through strict screening, with only companies with sales growth of over 8 percent and an EBIT margin of more than 10 percent. The sector focus is changing again and again-industry (40 percent), finances (23 percent) and IT (9 percent) are currently dominating. The performance since 2007 is 333 percent (plus 8.75 percent PA).
FPM Stockpicker Germany Small/Mid: Value hunter with home advantage
Buy Martin Wirth and Raik Hoffmann for the FPM Stock Picker German Mid/Small (ISIN: LU0207947044) Only shares with at least 10 percent upside to fair value-calculated via discounted-cash flow models and substance ratings. Your focus: family businesses and companies with a strong property culture. Current top positions: HelloFresh, Deutz AG and Commerzbank. The fund has increased 255 percent since 2009 (sector: plus 180 percent).
Vanguard Germany All Cap Ucits ETF: The wide market at a glance
If you want to handle stock picking, put it on the Vanguard Germany All Cap ETF (ISIN: IE00BG143G97), which depicts the Ftse Germany All Cap Index. In addition to Dax greats such as SAP, Siemens and Allianz, it also contains mid and small caps. Advantage: Wider diversification as conventional DAX ETFs and low costs (TER: 0.10 percent PA). In addition, the ETF is distributed – Dividends flow directly to investors. Performance since the beginning of the year: almost 12 percent.
Disclaimer:
No investment advice. No call to buy or sell securities.