Dr. Karl Kuhlmann

CEO of S.A.G. Solarstrom AG

"After the issue of our second corporate
bond, placed by youmex, we are able to
strengthen our financial base even more
and accelerate the sustainable growth
course of our core business areas with a
solid foundation."

Four Forces for yield: youmex and HANSAINVEST launch new Fixed Income Fund


Press release

youmex Wealth Management AG, Frankfurt am Main, and the HANSAINVEST Hanseatische Investment GmbH as Service capital management company have launched the new youmex Fixed Income Select Fund (WKN A2H675). The innovative strategic combination of four proven investment styles should give the fixed income fund an attractive return.

Private investors and institutional investors who are not allowed or do not want to invest in shares still have difficulties achieving a positive real return. In addition, conventional bond investments currently face the risk of price losses as a result of the approaching trend reversal in the central banks' low interest rate policy. "We provide a solution to the dilemma with the proven pension strategy in our asset management. The combination of four investment styles works like a 4-wheel-drive in different weather conditions," explains Oliver Zimmermann, CEO of youmex Wealth Management AG. "We are now investing this investment concept in a fund to make it available to a wide range of interested investors."

Four investment styles combined in one portfolio
As part of the investment process, the fund management selects the individual securities using four complementary investment styles: Fundamental Screening, Rating Upgrade, Liquidity Rewards and Relative Value. "To illustrate it: The synthesis of the four components is analogous to the interaction of the wheels of a four-wheel-drive, which optimally masters the changing conditions on the capital markets," says André Horn, Head of Portfolio Management. Fundamental screening is the low-risk base investment, which is supplemented by the approaches liquidity premiums and rating upgrades, that have higher earnings potential. Together these approaches optimize the relationship between return and risk. "In addition, the relative value approach offers the opportunity to tactically use existing under-valuation," says Horn. Interest rate risks are limited by a corresponding weighting of bond maturities. The fund invests in between 50 and 80 fixed income securities from sectors like government bonds, government-related issuers, German covered bonds and corporate bonds, which have an average rating in the investment grade range.

Partnership between youmex and HANSAINVEST
"We got to know HANSAINVEST as a professionally established Service Capital Management Company. As part of the partnership, we benefit, among other things, from their experience and the existing network of high-performance service providers ", Oliver Zimmermann explains the decision for HANSINVEST. "In addition, the informative and prompt reporting, via the online portal as well as the individualized and automated reports via e-mail convinced us." During the issuing process as well as during the active phase of the fund, the Service Capital Management Company manages all organizational aspects. "With regard to the regulatory requirements, working with a Service Capital Management Company is a sensible solution in order to implement a successful investment strategy in a fund. We take over all administrative tasks around investment assets and thus keep our partner free. As a result, they can concentrate on their core competencies - portfolio management and sales,” says Jörg W. Stotz, Managing Director of HANSAINVEST for Financial Assets.

The capital management company HANSAINVEST Hanseatische Investment GmbH was founded in 1969 and is part of the SIGNAL IDUNA Group. As a Service Capital Management Company for real assets and financial assets, the Hamburg-based company provides a wide range of services relating to the administration of liquid and illiquid asset classes. The head office is in Hamburg, and the company also has a branch in Frankfurt. Through a subsidiary, HANSAINVEST is also represented in Luxembourg. Currently, more than 130 employees in 165 public and more than 70 special funds have admissible assets of more than € 31 billion. In 2018, HANSAINVEST was voted the "Best Service Capital Management Company" in Germany by readers of the private banker for the fourth time in succession. (Data status: 31.12.2017).

More detailed information under www.hansainvest.de.

About youmex Wealth Management AG
youmex Wealth Management AG is part of the youmex Group, which is operating successfully since 1999 as a financial and capital market partner. For medium-sized companies and groups, more than 3.5 billion euros of bank-alternative financing solutions and attractive investments for investors in investment projects have been arranged so far. The name youmex combines the claim to convince with intelligent and innovative investment solutions. Embedded in the financially strong group of companies, the Wealth Management business unit, as a tied agent of NFS Netfonds Financial Services GmbH, manages the liquid assets of wealthy private clients and entrepreneurs (families) as well as institutional investors. An experienced team of investment professionals, who have worked at renowned banks and financial institutions for many years, advises clients individually. The focus is always on the preservation of assets combined with a reasonable return on assets.

More detailed information under www.youmex.de.

Press inquiries:

Dirk Wechmann • Marketing & Corporate Communications
HANSAINVEST • Kapstadtring 8 • D-22297 Hamburg
Telefon + 49 40 300 57-62 92 • dirk.wechmann@hansainvest.de

Carola Zimmermann • Marketing & Kommunikation
youmex • Taunusanlage19 • D-60325 Frankfurt am Main
Telefon +49 69 505045-304 • cz@youmex.de



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