»Preserve capital first of all, then focus on generating attractive returns.«

Jörg Bantleon,
Chairman of the Supervisory Board

Institutional Investors

Specialised management, high quality bonds and maximum controlling support: the »Bantleon funds« are optimised to meet the demands of institutional investors. The Bantleon Bond Indexing mandate concept adapts Bantleon's immunisation strategy for individual client mandates. Our management methods range from Outperformance to Absolute Return.

Private Investors

The »capital forming bond funds« of Bantleon have formed a sound investment base for institutional investors for more than 15 years. Meanwhile, private investors can also invest in these funds, where capital preservation is paramount.

Distribution Partners

Within a general capital insecurity, the »capital forming funds« of Bantleon can offer your clients a product range within a secure capital environment. Institutional investors have relied on the underlying Bantleon management methods for more than 15 years.

In focus

Bantleon Dividend
Bantleon Dividend AR

Stay relaxed


Mutual funds for institutional and private investors

  • 200 blue-chip equities with high dividends
  • No financials: focus on the real economy
  • No manufacturers of weapons of mass destruction
  • Volatility-weighted 
  • Currency-hedged in EUR
  • Current dividend yield of approx. 3.70% p.a.
  • Flexible hedging of up to 100% of equity risk

Bantleon Dividend and Bantleon Dividend AR generate high dividend income with significantly reduced price fluctuations. With their meticulous stock selection, permanent currency hedging and flexible hedging of equity market risk, they are the ideal dividend-driven investment for investors who demand high security.

More information for institutional investors More information for private investors from Germany, Austria
and Luxembourg

*Historical performance of all funds (mutual funds institutional share class and single-investor funds) managed by the Bantleon Bank AG and based on the daily fund unit prices by means of the volume weighted BVI-method (reinvestment of distributions) in the period between 1 March 2000 and 30 December 2015. Performances of the past are no reliable indicator for future performances.