To invest also
means to shape

The world is changing and our responsibility is growing.

The global economy is facing major changes and is moving from the analogue to the digital world. Global climate change brings considerable challenges for politics and the economy.

The internationally orientated Millennium Global Opportunities Fund is a globally investing multi-asset fund which has been successfully invested in the markets for almost two decades and views these current changes as an opportunity which is, in turn, reflected in its portfolio.

The millennial generation, as the biggest global demographic group, represents the drivers and beneficiaries of this new and dynamic economic development. The world is facing many economic changes which are resulting from a change in consumer behaviour and a desire for sustainable management. Companies will adapt to this new environment and the journey from the “old” to the “new” economy will be accompanied by many opportunities as well as risks. We want to use these opportunities without ignoring the risks and, in this way, generate a long term attractive return.

The contents are merely general information and do not constitute advice or an invitation to buy or sell funds. The information is intended to facilitate your independent decision, but cannot replace individual advice. Before using the content, you should thoroughly check whether the information is suitable for your purposes and compatible with your individual goals. The sole basis for the acquisition of shares are the sales documents relating to the segregated funds. Sales documents relating to the Fund may be obtained free of charge from the relevant custodian bank or from Hauck & Aufhäuser Investmentgesellschaft S.A., Luxembourg.

Performance according to the BVI method, i.e. without taking the front-end load into account. Fees, transaction costs, commissions and taxes are not included in the presentation and would have a negative impact on the performance if taken into account. Past performance is not an indicator of the future performance of the investment. The fiscal treatment depends on the personal circumstances of the purchaser and may be subject to future changes.

HollyHedge Consult GmbH is an advisor to Banque Thaler SA, Rue Pierre-Fatio 3, CH-1211 Geneva, a Swiss banking institution regulated by the FINMA, which is the investment manager of the Millennium Global Opportunities fund, a Luxembourgish Fonds Commun de Placement (FCP). Millennium Global Opportunities meets the requirements of an undertaking for collective investment in transferable securities (“UCITS”) within the meaning of Part 1 of the 2010 Act and has been authorized by the CSSF, being subject to its supervision.

The future starts now

To invest in the future today signifies economic stability and return opportunities for the generations of tomorrow.

We invest in companies which, with visionary and innovative methods, develop technologies, products and services for the future challenges of our world. Key areas include the sectors of health and nutrition, transport and mobility, education and communication as well as consumerism and industry.

Sustainability is the basis for investments in the future

In its selection of companies, the fund also takes sustainable investment aspects such as environmental protection and social and responsible corporate management into consideration.

With our cooperation with the GOOD GROWTH INSTITUTE, sustainable investment criteria are also incorporated into our investment decisions. We expect the companies in which we invest to have a corporate policy which is orientated to fair and sound business models and that their share price developments are reflected in a higher return through this. With the avoidance of business models and practices which are not orientated to sustainability e.g. energy generation which is harmful to the environment, arms production or the violation of human or employment rights, we want to fulfil the ever-growing ethical demands of our investors.

Growth and Return

Assess the risks and benefit in the long term

With our concept we want to appeal to all investors who wish to invest in future-orientated investments for their private pension provisions. Despite the investing patterns of private investors in Germany remaining traditionally low risk, it will not be possible to avoid a material asset orientated investment. As a mixed asset fund with an excellent track record of almost two decades and an investment policy orientated towards sustainability, the Millennium Global Opportunities Fund offers an answer for the risk-conscious and socially responsible investor.

Our investment goal is a real capital growth of 5 to 8 % p.a. with minimum volatility.