ALPORA GLOBAL INNOVATION

 

The ALPORA GLOBAL INNOVATION invests worldwide in shares of around 30-50 most innovative companies, which also have a favorable historical relationship from risk to return. The innovative companies are selected using a unique, scientifically proven approach, the ICA method (Innovation Capability Analytics), which generates a ranking list from quantitative calculations. Follow ALPORA GLOBAL INNOVATION for more information.

START - Products - Funds - ALPORA Global Innovation

The most innovative companies generate a demonstrably better share performance. These companies, from different regions and sectors, have particularly innovative products, services, processes and even business models, and are frequently also technology leaders in their sector.

The selection of companies is carried out using a unique, scientifically-tested process, the ICA method (Innovation Capability Analystics). This enables innovation efficiency to be measured based on quantitative calculations and an innovation ranking list for a global share universe to be produced.

Building on that, a global portfolio of between 30 and 50 shares is set up, under consideration of further criteria (including risk, country and sector allocation plus fundamental data).

FUND PORTRAIT
Depositary BankJoh. Berenberg, Gossler & Co. KG, Hamburg
Financial Investment Management CompanyUniversal-Investment Gesellschaft mbH, Frankfurt am Main

Asset ManagerGreiff Capital Management
Fund CategoryEquity Fund
Reference CurrencyEuro (EUR)
Start Date11.07.2016
Emission/Withdrawaldaily
Comparison IndexMSCI Daily Net TR Europe Euro
Unit ClassI (Institutional)R (Retail)
WKN / ISINA2AJHJ / DE000A2AJHJ1A2AJHH / DE000A2AJHH5
Typedistributingdistributing
Administration Fee1.1 % p.a.2.0 % p.a.
MinimumEUR 100'000none
Emission Fee-up to 5%
Profit Sharing15% above High Watermark of 5%15% above High Watermark of 5%