The bond manager Bantleon is a specialist for safety-oriented investments

The bond manager Bantleon with locations in Germany and Switzerland and is a specialist for safety-oriented investments. The range of products includes investment-grade bond funds, absolute-return-funds and asset management funds for private and institutional investors as well as individual solutions (single-investor funds and advisory mandates) for institutional investors. In total, Bantleon and its 25 staff administer more than 5.1 billion euros (6.1 billion CHF) for its clients in Germany, Austria, Spain, Italy and Switzerland. Included among the over 140 institutional clients are banks and savings banks, mortgage banks and building societies, first and re-insurance companies, pension funds and DAX industrials. Every seventh German savings bank and larger co-operative bank invested with the »Bantleon bond funds« in highest capital protection and constant performance. Moreover, »Bantleon bond funds« are an investment base with well-known asset managers and fund of funds managers.

Savings and co-operative banks as the first business partners

Bantleon was founded by Jörg Bantleon in Hanover in December 1991 as an independent specialist for security-oriented bond portfolios. Consequently, the risk-averse German savings banks and co-operative banks were above all among the clients in the first nine years, which were advised in their bond choices and maturity timing concerning their own investments. Bantleon launched the first of its own mutual funds for institutional investors in the year 2000: Bantleon Strategie and Bantleon Return. Today, both of them have top ratings from leading fund rating agencies and count among the best bond funds in Germany. These flagship funds were complemented by theme funds in the following years which enable the investor to set an individual focus without departing from the path of capital protection.

Since 2009 also offering funds for private investors

After Bantleon having managed mutual funds exclusively for institutional clients in the preceding nine years, two funds for marketing to private investors have been opened in July 2009: Bantleon Return and Bantleon Strategie. In February 2010, Bantleon Yield was added and in September 2010 Bantleon Opportunities S and Bantleon Opportunities L followed. While marketing to institutional investors is done directly, private investors are catered for by asset managers, independent financial advisers, third party distribution (agent pools) and fund of funds managers.

High-quality bonds in the Eurozone and Switzerland in focus

The investment management focuses on the Eurozone and Switzerland, the administered assets are totally allocated to these markets. Concerning this, the most important objective is to preserve the capital and to make secure returns. The typically cyclical destruction of capital, from which many investors are not spared, is thereby eliminated.

In order to enable the making of attractive absolute returns in years with low bond market performance, two funds can temporarily take long positions in Euro Stoxx and DAX future contracts. As bond funds with active equity weighting, they are a managed alternative to static mixed funds and a convenient complement to direct investment in equities. Due to their stable and attractive performance, Bantleon Opportunities S and Bantleon Opportunities L are among the best Absolute-Return-Funds with asset managing character.