The Fund

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on growth and sustainability.

Disclaimer

Distribution Restriction

The information on this website is directed exclusively at (legal) persons domiciled or habitually resident in Germany. The information contained herein is not intended for publication, use or distribution to or by any person from another country. In particular, this information is not intended for distribution in the United States of America (USA), to US nationals, or to persons resident or domiciled in the USA, in a US state or in US territories. Should persons resident or domiciled abroad access the information contained on this website, the operator gives no representation or warranty that the information contained herein complies with the provisions applicable in the respective country.

Disclaimer and Risk Warning

This website serves as marketing information. The information contained herein is provided for general information purposes only and does not constitute investment advice or an individual investment recommendation. The information cannot replace advice tailored to the individual investor and their investment objectives, and it neither establishes a contract nor any other obligation, nor does it constitute an offer to make a declaration of intent or an invitation to enter into a securities transaction. The individual circumstances of the visitor to this website were not taken into account in the preparation of this website. Investments in investment funds involve product-specific risks, such as market or sector risk, currency risk, default risk, liquidity risk, interest rate risk and credit risk — and are not suitable for all investors. Investments are subject to fluctuations in value; investors must therefore be prepared to bear losses up to the full amount of the capital invested. The views expressed here reflect the current opinion of the operator. These views and opinions may change at any time without prior notice. Any discussion of tax matters does not attempt to reflect all aspects of taxation that may affect individual investors depending on their personal circumstances. Subject to compliance with the applicable statutory and regulatory provisions, the management company of the financial instrument may decide to terminate the distribution arrangements established for the distribution of the units or to withdraw distribution of the financial instrument altogether. Where information is based on third-party sources, no warranty is given as to its accuracy, completeness or timeliness. Liability for errors, inaccuracies or omissions is excluded within the limits permitted by law. This website and the information and materials contained in it are governed by the laws of the Federal Republic of Germany. The sole basis for acquiring units in the investment fund are the sales documents valid at the relevant time (Key Information Document, sales prospectus, semi-annual and annual reports, and the fund’s pre-contractual disclosures).

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The website operator acts as a contractually bound intermediary (tied agent) pursuant to Section 3 (2) of the German Securities Institutions Act (WpIG) by order of, in the name of, for the account of and under the liability of the responsible liability umbrella provider BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, Germany. BN & Partners Capital AG holds the corresponding authorisation from the German Federal Financial Supervisory Authority (BaFin) pursuant to Section 15 WpIG for the provision of investment advice pursuant to Section 2 (2) no. 4 WpIG and investment broking pursuant to Section 2 (2) no. 3 WpIG.



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, as managing partners of HollyHedge Consult GmbH, are advisors to the Millennium Global Opportunities Fund (formerly HAIG Return Global) of HansaInvest Hanseatische Investment GmbH in Hamburg. The company is subject to the liability umbrella of BN & Partners Capital AG in Erftstadt (disclaimer). The fund manager is GREIFF capital management AG in Freiburg.

Prospectus - Millennium Global Opportunities

The Prospectus can be found by clicking on the link, then scrolling down to downloads located on the left hand side of the website page

Sustainability - Millennium Global Opportunities

HollyHedge Consult GmbH is a tied agent of BN & Partners Capital AG according to section 3 para. 2 German Wertpapierinstitutsgesetz (WpIG). The mandatory information according to the EU Disclosure Regulation of BN & Partners Capital AG as investment firm / financial advisor can be found here.

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

Key information sheet - Share class BPI

The Key information sheet can be found by clicking on the link, then scrolling down to downloads located on the left hand side of the website page

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.

Our notice

Millennium Global Opportunities is available both as a savings plan and as an individual investment

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:

hg@hollyhedge-consult.com