Smart Growth
The FTC Gideon I is an investment fund for growth-oriented investors. It’s a smart alternative to pure equity funds. It combines traditional growth strategies with various safeguards. After all, smart growth is better than just growth.
The goal is clear: Investors should benefit from the long-term growth of the global economy. Risks such as major market downturns should be minimized.
Pure equity portfolios are like a roller coaster ride: The gains are attractive, but the setbacks can be severe and often come unexpectedly. Long-term investors not only lose capital this way, but also time—because a sharp drop in prices can wipe out several years’ worth of gains in a matter of weeks.
The FTC Gideon I offers a smart solution to the shortcomings of pure equity funds. A global equity portfolio composed of ESG-compliant securities forms the basis for growth. This is supplemented by a volatility strategy that responds to market changes based on predefined rules.
In calm market conditions, the overlay can generate moderate additional returns.
If rising volatility signals periods of stress or even a major crash, the model switches to a protective mode and can offset losses or even generate profits.
In rare cases, when volatility spikes but lasts only a very short time, the volatility strategy may also receive false signals that lead to losses.
Investors benefit in two ways: They participate in the long-term growth of returns from global stock markets. At the same time, they have the opportunity to mitigate extreme losses in the stock market.
At a Glance:
- Substantial Growth Through the Selection of High-Yield Stocks
- Increased Protection Against Market Crashes Through a Volatility Strategy
- Additional Opportunities Through Profits During Periods of Stress
- Sustainable Focus Through ESG Criteria
The fund is suitable for:
- Individual investors who are seeking asset growth but also want protection against extreme market events;
- Long-term investors who want to cushion the impact of sharp price drops;
- Anyone who wants real returns but cannot withstand devastating market crashes;
Do you want to grow?
Get started now.
Invest in a fund that focuses on smart growth.
The content presented here consists of marketing communications. It is provided solely for informational purposes and is not to be construed as an offer, a solicitation to buy or sell, or a recommendation regarding any financial instruments. FTC assumes no liability or warranty for the timeliness, accuracy, completeness, or continued availability of the information provided here. All investments involve risk. Prices may rise or fall. Please read the fund prospectus and the key investor information document before making an investment decision. Reference is made to the material risks described in the key investor information document and the prospectus. Comprehensive risk information is provided in the prospectus.
Warnings and Risks
The FTC Gideon I may invest a substantial portion of its assets in derivative instruments (including other OTC derivatives) as defined in Section 73 of the InvFG 2011, as well as in demand deposits or term deposits with a maturity of no more than 12 months.
The fund was launched on January 16, 2006. The computer system used by FTC employs specific strategies based on the reliability and accuracy of analytical models. Should these models (or the assumptions on which they are based) prove to be incorrect, the fund’s performance may not meet expectations, which could result in substantial losses for the fund and, consequently, for investors. The investment company is entitled to discontinue the sale of the fund or individual share classes.
Terms and Conditions of Sale
The FTC GIDEON I is an investment fund that complies with Directive 2009/65/EC (the “UCITS Directive”). It may be marketed to retail investors in Austria and Germany.
The investment company is entitled to discontinue the sale of the fund or individual share classes.
SHARE CLASSES & ISINs
Accumulation Retail (R01 T) AT0000499785
Distribution Retail (R01 A) AT0000A0JQ22
Accumulation Institutional (I01 T) AT0000A1GPS5
Valuation Days: Daily (bank business days)
Domicile: Austria
Legal Form: UCITS
Management Company: Erste Asset Management
Custodian Bank: Erste Group Bank AG
Portfolio Manager: FTC Capital GmbH
Inception Date: January 16, 2006 (Class R01T)
Accounting Currency: Euro
Regulatory Authority: FMA (fma.gv.at)
MINIMUM INVESTMENT AMOUNTS
Retail Classes (R01 T, Ro1 A): None
Institutional Class (I01 T): EUR 100,000