Investing
means designing

The world changes. Our responsibility remains.

The transition of global economy from the analogue to the digital world has fundamentally changed our focus on investments in recent years.

The internationally oriented fund Millennium Global Opportunities is a distributing balanced equity fund investing successfully in stocks and bonds over the past fifteen years.

In the future, the selection of securities will be aligned, even more than in the past, with social and personal life concepts created by industry 4.0. This can be seen in the choice of growth-oriented and globally set up companies of the “new” and “old” economy which have adapted their business strategies accordingly or are planning to do so. The concept of long-term capital appreciation is also designed to attract young investors. Members of the millennial generation as the largest global demographic group are drivers as well as beneficiaries of this new and dynamic development.

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

Today’s investment in the future means economic stability and revenue opportunities for the generations of tomorrow.

We invest in such companies which develop products and services using visionary and innovative methods and technologies for conquering our future global challenges. We are talking about the recycling of energy and resources, about health and nutrition, about logistics and mobility, education and communication.

Sustainability is the basis for investments in the future

In choosing its companies the fund also attaches great importance to sustainable investment aspects such as environmental protection, social peace and responsible leadership.

In cooperation with the GOOD GROWTH INSTITUTE, we incorporate sustainable investment criteria into our decisions. The companies in which we invest are expected to follow fair and clean business policies resulting in positive trends in equity prices and thus higher returns. By avoiding non-sustainable business models and policies such as energy production which may be harmful to the climate, military equipment industry or violations of human rights and of labor laws, we strive to respect the rising ethical standards of our investors.

Growth and Return

Assessing risks and making profits last

With our business concept we want to encourage all investors to put larger parts of their assets designed for private retirement provisions into future-oriented commodities. In spite of a traditionally low-risk investment tendency to private asset management in Germany, there is no way around tangible asset investments in the future. The perfect answer to these demands of the future is our Millennium Global Opportunities, a mixed security- based investment fund with an excellent track record of over 15 years and a sustainability-oriented investment policy for the risk-conscious and socially responsible investor.

Our investment objective is to achieve sustainable real asset growth (absolute return) of 5 to 8% p.a. with a long-term target volatility of less than 10% and the greatest possible limitation of periodic losses.