BPM awarded at the “Golden Bulls Night” in Munich

Award: Fund innovation of the year, BPM-Global Income Fund

BPM - Global Income Fund – receives the “Innovation Fund of the Year Award for 2014" Berlin‘s investment boutique BPM - Berlin Portfolio Management - was awarded 2nd place by Finanzen Verlags’ jury at the “Golden Bulls Night” in Munich

With the presentation of this award, the innovative concept of the BPM-Global Income Fund that became available in May 2013 has already proven its merits after a short time. The concept comprised of Bond-Picking, exposure of premiums resulting from inefficiencies, global diversification and permanent hedging fully convinced the five-star jury. The average rating is within the investment grade sector and the current yearly rate of return of the bond portion of the portfolio is over 7%.

The fund is thus conceived as a balanced mutual fund for generating income with high fixed income and active risk management. It thus stole the limelight from the KAG Hansainvest Reserve Fund, the BPM-Boutique’s bestseller up until now which is yet a bigger brother with a broader investment universe

Share class (EUR) R - Retail: WKN: A1T8AW / ISIN: LU0912686986
Share class (EUR) I - Institutional: WKN: A1T8AX / ISIN: LU0912693339

With its headquarters in Berlin, the ‘BPM - Berlin Portfolio Management GmbH’ is a financial services company licensed and monitored pursuant to the German Banking Act. They are licensed to provide approved services such as financial portfolio management and investment advice for private investors and fund assets. BPM counsels mutual funds and offers wealth management services to German and international clients with discretionary mandates.

BPM contact

Uwe Günther, Sven Marzahn
+49 30 8 87 10 87 0

Morgan Stanley Contact

Phil Mac Links
+49 69 2166-1214

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