With its new international share fund ”Postbank Dynamik Vision”, Postbank is building on the stock exchange success of sustainable corporate concepts. The last few months have proven that these companies are more successful, their managements utilise environmentally friendly resources, are socially more involved and believe in an open information policy. This creates a competitive edge. As a result of the corrections to the international stock exchanges in 2000, these important shares are now very popular among investors.
Companies whose criteria correspond with sustainability will be more successful in the long-term. This is demonstrated by a comparison of the Dow Jones Global Index (DJGI) and the Dow Jones Sustainability Group Index (DJSGI), which currently comprises 236 companies. Since December, 1993, the DJGI has increased by 108 percent. In contrast, the shares – which have been pooled in DJSGI since 1998 – have increased by 158 percent during the same period, achieving a considerably higher return.
With ”Postbank Dynamik Vision”, investors can now profit from this trend. This is supplemented by the active fund management by Deutsche Postbank Asset Management in Luxembourg: for this mutual fund, the preferred shares from the DJSGI are those of companies with financial substance and a successful business model and which have a proven market track record. Hence, the – by international comparison – very successful selection of DJSGI-listed shares experience additional fine-tuning by the fund management with the objective of ensuring an even better performance.
Interested parties will be able to purchase shares in the mutual fund from now until June 9, 2001 for an initial issue price of Euro 50 per share. The issuing premium is already included in this price. After June 9, 2001, the respective day’s price will be valid, plus an issuing fee of 3.75 percent. Investments from Euro 2,500 are possible. Due to potential price fluctuations, Postbank recommends long-term investment of a minimum of five years. Partial sales of shares or additional purchases are possible at any time at the respectively valid share price. A special highlight for
new customers: for one year, account management at Postbank easytrade, Postbank Privat Investment or Postbank International S.A. Luxembourg is free of charge.
”Postbank Dynamik Vision” is the 28th Postbank mutual fund. In total, the bank manages around 360,000 investment accounts with a total investment volume of Euro 3.1 billion. Interested parties can request purchase agreements, the sales brochure and further information from the larger Deutsche Post branches or from Postbank Direct Service on 0180 30 40 500 or at Postbank easytrade on 0180 30 30 777.
An overview of ”Postbank Dynamik Vision”
| Investment strategy |
Targeted selection from the Dow Jones Sustainability Group Index |
| Investment trust |
Deutsche Postbank Asset Management, Luxembourg |
Recommended
investment term |
From 5 years |
| Availability |
Stock exchange opening hours |
| Subscription period |
May 7, 2001 to June 9, 2001 |
| Initial issue price |
Euro 50 incl. issuing premium |
| Fund launch |
June 15, 2001 |
| Term |
Indefinite |
| Min. investment |
Euro 2,500 |
| Type of mutual fund |
Accumulative |
| Security number |
630 843 |
| Issuing premium |
3.75% |
Account management fee
Postbank easytrade |
Free of charge for new investment customers
for the first year; then: Euro 9.95 portfolio fee p.a. |
Account management fee
Postbank Privat
Investment |
Free of charge for new customers for the first
year; then: 0.1% p.a. (min. Euro 10, max. Euro
60) |
Account management fee
Deutsche Postbank International, Luxemburg |
Free of charge for new customers for the first
year; then: 0.2% p.a. (min. Euro 10, max. Euro
60) |
Management fee (paid
using fund assets) |
1.1% p.a. |