LI DATA INTELLIGENCE GERMANY

The innovative LI DATA INTELLIGENCE GERMANY (DIF-GE) uses Big Data analyses and artificial intelligence to select the best stocks from a broad German equity universe. The aim is to use intelligent stock selection to achieve an absolutely higher return compared to the German stock market over the long term. LI DATA INTELLIGENCE GERMANY combines Big Data analytics with artificial intelligence (AI) to make intelligent and fully automated investment decisions. The fund is a long-only fund. It invests exclusively in liquid German equities. The investment objective is to use Big Data and AI to identify the best German stocks and thus achieve a higher return than the HDAX.

Major advantages
  • A revolutionary, Big Data-driven AI approach implemented in a simple, German equity fund
  • Short holding period of the securities of approx. 3-4 weeks, thus prompt reaction to ever faster changing stock markets possible
  • Fully autonomous stock selection without discretionary action of the fund management
  • Strong performance especially in growth phases by selecting the stocks with the highest Big Data scores
  • Quick change between industries, sectors and factors of the shares possible
  • Suitable for institutional and private investors
Risk and return profile
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Geringes Risiko Hohes Risiko
FUND PORTRAIT

The fund’s investment decisions are based on Big Data analyses of more than 45,000 securities in real time. Data on securities and financial markets is automatically collected, filtered, weighted and analyzed in seven countries and in three languages (German, English and Chinese) using natural language processing. In this way, more than 2 million news items relevant to the capital markets are evaluated in real time every day. The system assigns a preliminary positive or negative signal to each security based on the collected information. Before generating a final trading signal, the AI algorithm compares calculated scores with historical scores and historical price movements and provides forecasts. New investment decisions and their

Performance results are added to the database and thus taken into account for future trading signals.

And thus taken into account for future trading signals. The system learns independently and the entire process from crawling the

data to the execution of the trading signals is fully automated. The stock universe for the Big Data & AI based stock selection consists of liquid, German stocks. As a rule, the fund will invest 100% in equities. Rebalancing takes place every three weeks. In this process, investments are equally weighted in the 30 best German stocks according to our Big Data Scores. In addition, investments can be made in liquid equity index futures based on the German market as well as replicating ETFs to build up the equity exposure. There is no hedging of the exposure through short positions. Risk management is controlled via “big data triggers” and stop-loss limits and implemented as part of regular rebalancing.

Category
Information
WKN A2P36C
ISIN DE000A2P36C4
Sales licenses DE
Appropriation of earnings Thesaurierend
Currency EUR
Fiscal year 01.11.-31.10.
Launch date 23.11.2020
Issue surcharge 0,00%
Administration fee 0,95%
Capital management company Ampega Investment GmbH
Consultant LEHNER INVESTMENTS MANAGEMENT GmbH
Depository Hauck & Aufhäuser
Fund type UCITS (Germany)
Category Equity Fund(Germany)
Style Deutsche Aktien Long-only
Strategy Big Data and K.I.
Man. instruments Liquide deutsche Aktien
Liquidity daily
Net exposure +100% to 0%
Leverage

LEHNER INVESTMENTS AWARDS

LEHNER INVESTMENTS as an innovative FinTech company has already received several awards

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“The most valuable commodity I know of is information.”

Gordon Gekko, Wallstreet 1987

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