GFS Growth Performance *)

Change over previous monthChange to 1 year
- 2.60 %- 2.97 %

Performance per May 15, 2019

GFS Alpenbond Performance *)

Change over previous monthChange to 1 year
+ 0.22 %+ 0.48 %

Performance per May 15, 2019

Your personal advantages:

  • Active asset management and broad diversification
  • Cheap cost structure, access to the capital at anytime
  • Professional management with the investment strategy of a large investor

Please note:

  • The prices of fixed income funds, equity funds, and alternative investment funds can fluctuate substantially
  • In case a security is purchased and it is denominated in a currency different than EUR the corresponding foreign exchange rate influences the value of a unit of the fund
  • Loss of invested capital is possible

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The GFS Growth Fund

Global Fund Selection Growth is a global diversified and actively managed portfolio of selected equity funds,
bond funds and alternative investments. To limit risk the fund may invest up to 60% into
money market products in case of falling markets.

 

The GFS Alpenbond Fund

Global Fund Selection Alpenbond is a broadly diversified and actively managed portfolio of selected government bonds, bank bonds and
corporate bonds with special focus on return and solvency of the issuers. Depending on the market assessment
the investment will be focusing on the short or long run.

Why invest in funds?

Investment funds offer easy access to the financial markets. As provision for retirement, as investment in bond markets with higher yields, or as riskier investment in equity markets – funds are an economical and efficient way of implementing your investment of choice.

A fund consists of a portfolio of selected securities (e.g. bonds issued by European companies) that is managed by experts – the fund managers. As required by the Austrian Investment Fund Act, this portfolio is broadly diversified. That means that it invest in numerous companies and/or countries, for example. For every fund, a so-called net asset value is established frequently (at least daily). This value is based on the value of the fund’s assets. The number of shares issued by the fund is not limited, which is also why the term “open-ended investment funds” is in use.

The cost-average-effect

You buy more shares when fund prices fall and less when the prices rise.

This results in a more favorable average price in a long term.

Sparkasse Schwaz AG has several decades of expierence in wealth management and in building wealth.
You should profit from this experience!

The Sparkasse Schwaz Funds can be bought in every Erste Bank and Sparkasse.

Sparkasse Schwaz Funds

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With us you can safely and directly invest online in funds.

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Risk notes according to 2011 Austrian Investment Fund Act

Der Global Fund Selection SICAV – Growth Subfund kann zu wesentlichen Teilen in Anteile an Investmentfonds (OGAW, OGA) iSd § 71 InvFG 2011 investieren.

Disclaimer

This document is an advertisement. Unless indicated otherwise, source: Sparkasse Schwaz AG. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Sparkasse Schwaz AG pursuant to the provisions of the AIFMG in connection with the InvFG 2011. The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the web site www.globalfundselection.com or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank.

The exact date of the most recent publication of the fund prospectus, the languages in which the key investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.globalfundselection.com.

Important information for investors from Austria: Global Fund Selection SICAV is not allowed to be distributed in Austria.

This document serves to provide additional information to our investors and reflects the knowledge of its authors at the time of going to press.

Our analyses and conclusions are general in nature and do not take into account the personal needs of our investors in terms of income, fiscal situation, and attitude of risk.

*) The performance is calculated in accordance with the OeKB method. The management fee as well as any performance-related remuneration is already included.

The issue premium of up to 1,50 % which might be applicable on purchase and as well as any individual transaction specific costs or ongoing costs that reduce earnings (e.g. account- and deposit fees) have not been taken into account in this presentation.

Past performance is not a reliable indicator of the future performance of a fund. If not mentioned explicitly performance displayed shorter than five years is calculated from the start of the fund automatically.

Please note that an investment in securities entails opportunities and risks. The value of the holdings together with the income may rise or fall. Changes of exchange rates may also affect the value of an investment, either positive or negative.

In case of a disposal of the shares it is therefore possible that you receive less than the originally invested amount back. Persons who are interested in acquiring investment fund shares should read the current prospectus, in particular the contained risk factors, before any investment.

Please find the details of the constrictions concerning the distribution to American citizens in the “Vollständigen Prospekt“ [Full Prospectus]. Errors and omissions excepted.