Performance
»Bantleon bond funds« have long belonged to the best of their kind: Almost all portfolios have ratings in the top third of their peer group.
The funds are also convincing over longer time periods: Bantleon Return and Bantleon Strategie have not only been given very good assessments by the leading fund rating agencies for all time periods and all rating categories, but also achieved an increase of value of more than 71 % and 60 % respectively since establishment in the year 2000.
In order to enable attractive absolute returns even in years with low bond market performance, two of the funds can temporarily take long positions in DAX future contracts: Bantleon Opportunities S and Bantleon Opportunities L. As a bond fund with an active equity exposure, they are an alternative to static managed mixed funds and are a convenient addition to direct investment in equities. Since its inception on 15 February 2008 and 31 March 2008 respectively, they achieved a performance of more than 30 % and more than 45 %. ¹⁾
¹⁾ The performance calculation is based on the daily share price and reinvestment of dividend as of 30 September 2011. All costs of the fund, with exception of the issue surcharge, are included. Past performance is not indicative of future results.