Company
As a special bank, Deutsche Postbank Privat Investment Kapitalanlagegesellschaft GmbH (PPI), founded in 1998, manages investment funds according to German law. It is a wholly-owned subsidiary of Bonn-based Deutsche Postbank. The investment company offers public equity funds and special equity funds for private and institutional investors. Postbank Privat Investment currently has 21 permanent employees and manages a fund volume of EUR 2,0 billion with totally 15 funds. The directors of the company are Karl-Heinz Pfarrer (Spokesman) and Udo Hirschhäuser. The Supervisory Board of the company is chaired by Horst Küpker.
Philosophy
The investment strategy is centred on performance orientation and security. Investment management for the public and special funds of Deutsche Postbank Privat Investment have been outsourced to Postbank Financial Services GmbH, Frankfurt since 6 December 2002. As an independent competence centre, Postbank Financial Services GmbH focuses on the ongoing optimisation of portfolio and asset management. Investment decisions are taken in a clearly structured investment process based on fundamental and technical methods. The management team uses a top-down approach to weight the securities categories. Sectors and regions as well as individual securities are selected in a bottom-up procedure with state-of-the-art IT support. In markets where an active management approach does not promise a sustained improvement in performance, the fund management team prefers an index-oriented method. In this process, clearly defined benchmarks provide the investors with a transparent navigation tool. Markets where superior knowledge of the fund management team can be converted into long-term performance advantages are actively managed. Since 2006 PPI has a co-operation with external asset managers for its European and international equity-investment.
Activity
Deutsche Postbank AG established an investment company in Luxemburg back in 1993. To cope with the high demand of German investors for German open funds, Deutsche Postbank Privat Investment was established. At the end of March 2002, the securities account management operations of Postbank Privat Investment and those of Postbank EasyTrade AG were combined. Securities account management has been based at Postbank since April 2003. Within the Postbank Group, Postbank Privat Investment offers its private customers the benefits of a genuine multi-channel bank. There is a big network available because of branches of Deutsche Postbank AG, mobile-advisers of Postbank Finanzberatung AG and the branches of Deutsche Post. And that is not all – Postbank Privat Investment also meets customer requirements by telephone, online via Postbank or by post.
The 3 special funds of Postbank Privat Investment are tailored to the individual needs and requirements of institutional investors. They cover a wide range of different forms of investment on the international capital markets.
In 12 internationally oriented open funds, private customers are offered a manageable range of funds. The "Europafonds range" forms the basic investment for customers with different risk propensities (Postbank Europafonds Renten (bonds), Postbank Europafonds Plus and Postbank Europafonds Aktien (equities)). In addition to this basic investment, three international funds in the "Global range" are available to investors: Postbank Global Player, Postbank Global e-Conomy and Postbank Global OptiMix. Postbank VL Invest is available for investing state-subsidised capital formation payments. In line with the special requirements of commercial customers, Postbank Privat Investment offers a fund for parking excess liquidity. This is also available to private individuals. Since 1 July 2002, Postbank Privat Investment has also offered two umbrella funds that give investors the opportunity to bundle the investment expertise of the best international investment companies within an individual fund. Since 2003 the Postbank Euro Cash, a Euro money market fund, i.e. a money market account to generate higher yields for short-term investment of liquid funds, is available. Furthermore, the company also offers successfully an “intelligent” open end floor fund, Postbank Protekt Plus.
Information for Investors
Postbank funds can be purchased via Postbank, the 850 branches of Deutsche Postbank AG, Postbank Finanzberatung AG and the branches of Deutsche Post.
Further information is available from: Direct service, Postbank Privat Investment, Postbank
Questions on the investment account (only in connection with the settlement account number)
The current investment prices can be obtained at any time via videotext (ARD p. 760 and following pages, ZDF p. 765 and following pages and Phoenix p. 264) and are published on trading days in the Börsenzeitung, FAZ, Handelsblatt, Süddeutsche Zeitung as well as other German newspapers and magazines.
The following conditions apply for your purchase of Postbank funds:
