milestones
The aim of the ValueDO Fund is to collect the largest possible share of the long-term possible income from stocks while accepting smaller price declines in the recurring negative market phases. Stocks as a part ownershipfof company participations and can contribute to protection against inflation if the companies are selected correctly. Dividends are a valuable source of income in times of zero or rising interest rates.
June 2020
TAKEOVER OF THE FUND
Aug 2020
ADDITION OF THE RETAIL TRANCHE
April 2022
EDITION OF THE SUPER INSTI - TRANCHE
January 2023
FUND VOLUME AT 5 MILLION.
Investment risk: Despite positive performance in the past and successes/awards, this does not guarantee future results. The fund's performance depends on the development of the market and can also be below average in difficult market phases. Past performance is not an indicator of future success.