pfp Advisory Aktien Mittelstand Premium

pfp Advisory Aktien Mittelstand Premium is an equity fund with a focus on Germany. The fund, which was launched in August 2021, is aimed at investors who wish to participate in the expertise of pfp Advisory GmbH or its heads Christoph Frank and Roger Peeters. The two managing partners of the Frankfurt-based investment boutique have been active in the German stock market for more than two decades and have already been successfully advising the DWS Concept Platow Fund, a multiple award-winning stock-picking fund for German equities, for more than 15 years.

The pfp Advisory Aktien Mittelstand Premium is predominantly focused on German small and mid caps, companies from the well-known and so-called "Mittelstand". The starting point of the investment process is an in-depth analysis of the entire German stock market. Important elements here are a stock selection procedure developed and tested by Christoph Frank over many years, careful balance sheet analyses and hundreds of discussions with board members and other company experts each year. The result of this comprehensive and elaborate stock selection process is a portfolio of around 30 to a maximum of 40 shares in companies that are headquartered in Germany and/or generate a significant portion of their business in Germany. The decisive factors are the opportunities and risks of the individual securities. Macroeconomic considerations or membership of stock indices play at best secondary roles. For this reason, the portfolio of pfp Advisory Aktien Mittelstand Premium usually deviates significantly from the composition of well-known stock indices.

Investors have the following investment options: Private investors can acquire the fund in the form of unit class R (A3CM1J or LU2332977128). Institutional investors can invest in the share class I (A3CM1K or LU2332977045).

The purchase of this asset is associated with considerable risks and can lead to the complete loss of the invested assets.

Interested investors can find further information and documents such as the current factsheet, the sales prospectus or the annual report here.