// Investments · Offered by ATVANTIS Asset Management GmbH
Investment solutions with a clear strategy.
Your investments should fit you, not the other way around. We align them with your goals, investment horizon, and risk tolerance, and support you over the long term in your investment decisions and in choosing suitable wealth management solutions.
// Investment Types
A broad spectrum
We give you access to the common investment types and help you choose what fits your financial situation. We keep an eye on costs, diversification, and your objectives.
Mutual Funds & Institutional Funds
Pooled, broadly diversified investment in securities.
More belowStocks and Bonds
Direct investment in individual securities, from equity stakes to fixed-income instruments.
Structured Products (Certificates)
Structured products for targeted market and risk positioning.
Managed Investment Solutions (Managed Accounts)
Professionally managed portfolios managed according to defined strategies through our cooperation partners.
Wealth Management (in Cooperation)
Wealth management solutions facilitated through our strategic partners.
More belowWealth Management in Cooperation
Through a cooperation with ATVANTIS Wealth Management LLC, we arrange professional wealth management based on clearly defined strategies for you. Together with us, you set your goals, investment horizon, and risk tolerance. Ongoing investment decisions are then made for you within this framework.
Facilitating wealth management mandates is a core part of our business. We cover the common risk profiles, from conservative to aggressive, and help you choose the framework that fits your financial situation.
ATVANTIS Asset Management GmbH remains your point of contact throughout. We're also there for you with any questions about your ongoing mandate.
Consultation & Analysis
Together, we clarify your goals, investment horizon, and risk tolerance.
Strategy & Framework
Based on this, a suitable strategy and the framework for management are defined.
Ongoing Management
The strategy is implemented, markets are monitored, and the allocation is adjusted.
Support & Transparency
You receive regular reports and a dedicated point of contact.
Strategies for different profiles
We cover a range of risk profiles, from conservative to aggressive. We'll discuss which strategy fits you best in a personal conversation.
Speerbridge Fund
The Speerbridge Fund bundles our investment approach into an actively managed, globally invested equity portfolio.
The Speerbridge Fund invests globally in liquid equities. The focus is on companies with stable revenue growth, sustainable business models, and solid returns on capital. The final selection is based on a technical analysis of price trends. In addition, the fund may invest via ETFs in individual sectors, regions, or the commodity and bond markets.
The fund does not track any benchmark index; instead, it aims for an independent, absolute return. The portfolio is continuously monitored and adjusted. In certain market phases, the fund may be partially or completely uninvested.
You can find current price data and the factsheet on our partner's fund page.
// Key Facts
ISIN
DE000A2JQHS8
WKN
A2JQHS
Inception Date
April 1, 2019
Fund Type
Other special fund under German law
Distribution Policy
Accumulating
Management Company
Distributor
ATVANTIS Asset Management GmbH
Investment Focus
Equities, global
Management Style
Active, benchmark-unconstrained
// Risk Notice
This information is a marketing communication. It is provided for informational purposes only and does not constitute investment advice, an investment recommendation, or an offer to buy or sell fund units.
The sole binding basis for the purchase of units is the current sales prospectus, the terms of investment, the key information document, and the most recently published annual report and, if applicable, semi-annual report. You can obtain these documents free of charge in German from HANSAINVEST Hanseatische Investment-GmbH and at www.hansainvest.com.
The value of the units may fluctuate and can both rise and fall. Past performance is not a reliable indicator of future performance. A loss of the capital invested, up to and including total loss, is possible. Costs and fees reduce performance.
A summary of investor rights in German is available at www.hansainvest.com. The management company may decide to revoke the distribution of the units.
Talk to us.
Reach us directly by phone. For a more detailed inquiry, our contact page has the form and all other ways to get in touch.