LeanVal Equity Protect Fund
European equity strategy with unique hedging.
LeanVal Equity Protect combines an equity strategy with a cost-efficient hedge.
In addition to participation in long-term equity market performance, the aim is to achieve a significant reduction in drawdowns compared with a pure equity investment. At the same time, the otherwise usual underperformance of hedged portfolios during positive market phases is to be avoided by independently financing the hedging costs.
LeanVal Asset Management AG
60313 Frankfurt am Main
Universal-Investment-Gesellschaft mbH (UI)
Hauck Aufhäuser Lampe Privatbank AG (HAL)
WKN / ISIN:
Unit class I: A3D05K / DE000A3D05K6
Unit class R: A3D05L / DE000A3D05L4
R Class: 1 share
I Class: 1,000,000.00 euros , the Company may allow lower minimum investment amounts at its discretion.
Use of earnings:
Unit class I Distribution
Unit class R Distribution
Unit class I currently 0.150% p.a.
Unit class R currently 0.150% p.a.
Unit class I currently 0.08% p.a.
Unit class R currently 0.08% p.a.
Unit class I currently 0.75% p.a.
Unit class R currently 1.25% p.a.
Currently 20% of the return generated by the fund in the accounting period above the reference value (Stoxx® Europe 600).
Article 6 of the Disclosure Regulation (SFDR)
As a mutual fund, the LeanVal Equity Protect fund can be acquired via the usual platforms. For settlement questions, please contact us.