CUSTOMIZED STRATEGIES

As a family office, we understand the importance of providing great customer service. Being customer-centric allows us to design our services and procedures around our clients, providing them with the kind of individual service they truly desire.

We also understand that every individual is unique and has a different set of financial needs and goals. Our investment experts at FAME Investments PLC are dedicated to designing solutions that are personally built for you and your specific situation.

Contact us today for your free-of-charge consultation.

MUTUAL FUNDS

True Rock

Many investors also seek to protect their wealth and assets against inflation. Banks offer an interest rate on time-deposits which are generally below the inflation rate, resulting in a loss of value. True Rock offers a great alternative to bank deposits and also a source of broad diversification. As a fixed-income fund, True Rock seeks protection against inflation with potentially higher long-term returns than those available with bank deposits. *ACC (Accumulating) – Non-dividend shares with capital gains tax withholding.

Min. Max.
Investments in € 80% 100%
Fixed Income Investment Grade 70% 100%
Fixed Income Aa3-Rating or better 50% 100%
Money Market Instruments 0% 49%
Certificates 0% 10%
F/X 0% 20%
Mutual Fund interests (UCITS, CIU) 0% 10%


True Rock (EUR)

Fund Manager FAME Investments PLC
Custodian Erste Asset Management Ltd ISIN (ACC) (EUR) AT0000A09V98
Inception Date 1 July 2008

*ACC: Accumulating

True Rock is an open-end UCITS mutual fund, incorporated in Austria in accordance with the 2011 Austrian Investment Fund Act.

The investments made by this financial product do not consider EU guidance on sustainable investments.

Downloads:
Key Investor Information Document (KIID)[20.02.2020]

Global Flexible Strategy

Global Flexible Strategy fund pursues an opportunistic approach and requires a minimum investment of € 250.000,-. It is most suitable for investors operating without constraints and able to sustain short- to medium-term market volatility. As a blended fund Global Flexible Strategy provides investors one of the most versatile means to take advantage of bargain opportunities.

Min. Max.
Financial Instruments 51% 100%
Derivates 0% 49%
Cash and equivalents* 0% 49%
Mutual fund interests (UCITS, CIU) 0% 10%

*Daily Liquidity assured


Global Flexible Strategy (EUR)

Fund Manager FAME Investments PLC
Custodian Erste Asset Management GmbH ISIN (A) (EUR) AT0000A2J6J1
ISIN (A) (EUR) AT0000A2J6K9
ISIN (VA) (EUR) AT0000A2J6L7
Inception Date 1 October 2020

Global Flexible Strategy is an open-end mutual fund, incorporated in Austria in accordance with the 2011 Austrian Investment Fund Act.

The investments made by this financial product do not consider EU guidance on sustainable investments.

Capital Market Coach

Since the introduction of the “corporate prime” bond sector by the Vienna Stock Exchange, demand for debt instrument issuance by non-listed and medium sized companies has increased. In this segment, debt instruments can be issued without an issuing bank, however the Vienna Stock Exchange requires the assistance of a so-called Bond Capital Market Coach (CMC), in order to ensure a high-quality structure and successful placement of the debt instruments.

FAME Investments PLC is a certified CMC for corporate bonds on the Vienna Stock Exchange. Among the responsibilities of a CMC is advising the issuing company on the structuring of the bond, submitting a business analysis to the Vienna Stock Exchange and providing ongoing regulatory support.