The Fund

We find investments with a focus
on growth and sustainability.

Factsheet – Current Fund Information

Millennium Global Opportunities is a euro-dominated, mixed asset distributing fund which is offered in two categories – as a mutual fund and for institutional investors with a varying fee structure.

Henning Gebhardt and Christoph Lampert, managing partners of HollyHedge Consult GmbH are the advisers of the Millennium Global Opportunities Fund (formerly HAIG Return Global) of Hauck & Aufhäuser Privatbankiers AG in Luxembourg, a subsidiary of Hauck & Aufhäuser Privatbank AG in Frankfurt am Main. For liability, the company is under the authority of the Banque Thaler S.A. in Geneva, Switzerland (disclaimer).

Millennium Global Opportunities P

the fund for the private investor

Millennium Global Opportunities P I

the fund for the institutional investor from 50,000 Euro

Millennium Global Opportunities BPI

the fund for the institutional investor from 100,000 Euro

An award-winning investment

The fund, launched in 2003, has maintained a high level of quality for many years and won numerous awards from leading rating agencies including a 5* Morningstar rating and the Lipper Fund Award in the Absolute Return category.

  • Winner of Lipper Fund Award 2014, 2015, 2016 and 2020
  • Best Fund over 5- and 10-year periods in the category Absolute Return EUR High, among others

Complex market situations require clear decisions.

Opportunity and risk-orientated – research-based – sustainable

The Investment Process

Analysis develops into investment

The world in the 21st century faces major challenges and the coming decades of this century will be defined by many changes. The young generation will structure their lives differently to what “we” were accustomed to and opportunities as well as risks arise from this. The Millennium Global Opportunities Fund follows an active and opportunistic investment policy to benefit from these varied opportunities and trends. Furthermore, an active security management of currencies, interest and equity markets as well as futures and options represents an important element of the investment policy with view to risk control. Likewise, since 2018, risk management has also included consideration of sustainability aspects. Furthermore, with our cooperation with the Good Growth Institute, we benefit from first class expertise.

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.

Our recommendation

Millennium Global Opportunities is available both as a savings plan and as an individual investment. For investment amounts above 50,000 EUR, we recommend opting for the PI asset class.

If you would like to seek further advice, we would be happy to recommend an independent consultant to you. If you have any further questions, please contact us using the email address below: