HanseMerkur
Strategie chancenreich

Investing with opportunity and Hanseatic foresight

The equity-oriented multi-asset fund combines global diversification with active risk management. Put options can be used selectively to hedge against market corrections – for long-term wealth accumulation with controlled risk.

€uro-FundAward
Four-time winner of the €uro FundAward
Morningstar
Awarded
5 Morningstar stars

As at: 31 May 2026

HanseMerkur Strategie chancenreich AK P

ISIN: DE000A1JGB05

Data source: Universal-Investment-Gesellschaft mbH

Why invest in HanseMerkur Strategie chancenreich?

Award-winning
consistency

Four consecutive €uro FundAward distinctions.

Intelligent
diversification

Focus on global equities complemented by high-yield bonds, commodities and liquidity.

Active
downside protection

Selective use of put options to hedge during market crises.

Key facts

Fund name

HanseMerkur Strategie chancenreich

Investment strategy

Mixed fund, equity-weighted, international

Fund volume

approx. EUR 118.7 million

Launch date

18 August 2011

ISIN AK R

DE000A3DQ111

ISIN AK P

DE000A1JGB05

ISIN AK I

DE000A3D05D1

TER AK R

1.48 % p.a.

TER AK P

1.29 % p.a.

TER AK I

0.79 % p.a.

Management company

Universal Investment GmbH

Depositary

ABN AMRO Bank N.V. Frankfurt Branch

Invest now

Why invest with HanseMerkur Trust AG

Think institutionally.
Act independently.

Working with us means benefiting from a special combination: having emerged from the asset management arm of the HanseMerkur Group, we know the reality of institutional investment not from conversations but from our own experience. At the same time, our independent structure gives us particular agility, clear communication and personal commitment.

We think institutionally

Our group's own capital is subject to the same requirements as that of our clients: long-term obligations, return pressure, regulatory discipline. Asset management by institutional investors for institutional investors.

We act independently

As a wholly owned subsidiary of a mutual insurance association, we are not accountable to external shareholders. That creates room for independent recommendations, a clear stance and long-term thinking.

Responsible

Carolin Preuß
FondsFrauen Award

Carolin Preuß

Senior Portfolio Manager Multi Asset

Contact for enquiries | HanseMerkur Capital GmbH

HanseMerkur Capital is the point of contact for all investment solutions of HanseMerkur Trust AG towards third parties.

Michael Fuchs

Michael Fuchs

(040) 60 77 72-177

Vlasta Rapp

Vlasta Rapp

(040) 60 77 72-179

Jeannette Müffelmann

Jeannette Müffelmann

(040) 60 77 72-178

Documents

Data source: Universal-Investment-Gesellschaft mbH

This is a marketing advertisement by HanseMerkur Capital GmbH, prepared in cooperation with HanseMerkur Trust AG on the basis of publicly available information, internally developed data and other sources considered reliable. No guarantee is given for the accuracy, completeness or timeliness of the information.

The presentations are marketing communications within the meaning of sections 92 and 63 (6) of the German Securities Trading Act (WpHG). They serve information purposes only and in particular do not meet the legal requirements for ensuring the impartiality of financial analysis. The contents constitute neither investment advice nor an individual recommendation, nor an offer or an invitation to submit an offer. HanseMerkur Capital GmbH accepts no liability for investment decisions based on this information.

The performance of financial products depends in particular on the development of the capital markets as well as on economic and political conditions. Negative price or market developments can lead to losses in value. Past performance is not a reliable indicator of future results. Future results may be either higher or lower. Tax effects depend on the investor's personal situation and may change in the future. Unless a capital guarantee exists, the investment may result in the total loss of the capital invested.

The sales prospectus and the key investor information (KIID) are the sole binding basis for an investment decision. These documents – including information on risks, opportunities and investor rights – are available free of charge in German from Universal-Investment-Gesellschaft mbH, Theodor-Heuss-Allee 70, 60486 Frankfurt am Main, and at www.universal-investment.com. A summary of investor rights in German is available at www.universal-investment.com/media/document/Anlegerrechte.

Please note that Universal-Investment-Gesellschaft mbH may decide, in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU, to terminate arrangements made for the distribution of fund units in EU member states, in particular by means of a public blanket offer to repurchase or redeem all units held by investors in the member state concerned.

The fund is an actively managed fund that is not managed in reference to a benchmark index. All ratings used comply with Regulation (EC) No 1060/2009 and originate from rating agencies registered in the EU. A rating, ranking or award is not an indicator of future performance and may change over time.

Please note that remuneration may be paid for distribution activities. The amount of such remuneration depends, among other things, on the complexity of the mandate and the scope of the services provided.

This marketing communication is intended exclusively for investors domiciled in Germany. It serves information purposes only and constitutes neither an offer nor a recommendation or invitation to buy, hold or sell financial instruments, nor personal investment advice. Passing on or modifying this document or its content requires the prior express consent of HanseMerkur Capital GmbH.