Gerlin Participaties is the #1 fund in its Morningstar category
Outperformance is nice. Consistency makes the difference.
Since 2016, Gerlin Participaties has outperformed both the index and Morningstar's Germany Small/Mid-Cap Equity category.
📊 #1 over
- 1 year
- 3 years
- 5 years
- year-to-date
📈 Average return since inception: 11.3% per year (after costs)
We invest actively in German small caps, with stakes in, among others: Elmos, SUSS, WashTec AG, technotrans, EQS Group, JDC Group AG, IVU Traffic Technologies and Leifheit AG.
For corporate investors, the participation exemption may apply.
A result that demonstrates the strength of a disciplined approach, focused on structural alpha.
Please note: investing involves risk and you may lose your investment. For the risks, please see the prospectus and key information document of Gerlin Participaties, available on this website.