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EquityFlex P

Managed by

Steffen Christmann

Steffen Christmann is director of portfolio management at FERI Trust GmbH. He has been with the firm since 2007 and prior to this he worked at KPMG from 2004. Steffen is responsible for managing the OptoFlex and EquityFlex funds dealing in US equity index options, using systematic absolute return and benchmark S&P500 strategies. He is a member of the CFA Institute, GARP and the CAIA Association and graduated from the Frankfurt School of Finance and Management with a degree in Finance. Outside of fund management he enjoys backgammon and the theatre.

Daniel Lucke

Daniel Lucke is a portfolio manager at FERI Trust GmbH and previously at BHF Bank AG. He is responsible for managing the OptoFlex and EquityFlex funds dealing in US equity index options, using systematic absolute return and benchmark S&P500 strategies. Daniel graduated from the Frankfurt School of Finance and Management with an MSc in Finance.

Objective

The objective of the fund is to use different derivative based strategies to achieve fair market return over the the US stock markets. The fund invests worldwide mainly in bonds, money market instruments, deposits, target funds and create derivatives. The derivatives are mainly to options and futures on US stock indices and / or their volatility indices. Investing in other funds may not exceed 10% of the fund's assets.

This fund is not currently tracked by Citywire in Portugal View performance globally

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg