The Basinvest AG was founded in 2004 as an asset manager with a clear focus on commodity investments.
Our main activity consists of the management of three different investment funds - The BI Basic Star Commodity Fund (investment fund for other securities approved in
Der BI Basic Star Commodity Fund invests worldwide in non-renewable resources and in companies listed on the stock exchange with their activities primarily in these commodities. The investment goal of the fund is to generate an absolute return with low volatility. For this purpose, the fund exposure can be a maximum of 30% short or a maximum of 130% long. BI Basic Star Commodity Fund is based in Liechtenstein and licensed for public sale in Switzerland and Liechtenstein. The fund has tax transparency in Germany. The fund currency is Swiss Francs, in principle, foreign currencies are hedged in Swiss Franc tranche.There is also a tranche in Euro terms. Both tranches offer daily liquidity ("Mutual Fund").
Der BI Physical Commodity Fund invests physically in industrially used commodities (Copper, Aluminum, Zinc, Lead, Nickel, Platinum, Palladium). For this purpose, metals are being stored in official London Metall Exchange (LME) warehouses on behalf of the fund. The investment objective of the fund is to protect and grow the invested capital in real terms in times of rising inflation as well as incipient devaluation. Additionally, the fund benefits from price appreciation as a result of the expected shortage of metals. The portfolio is composed according to a strategic asset allocation. The weighting of the different commodities will be periodically adjusted. The fund is an investment undertaking for other values established in accordance with the Investment Undertakings Act in conjunction with the Investment Undertakings Ordinance of the principality of Liechtenstein. The fund is not taxable under the German investment tax law; therefore a fine tax is not applicable. The fund currency is US dollar, currency risk in the Swiss franc tranche is hedged completely. The fund offer daily liquidity ("Mutual Fund").
The BI Basic Long Commodity Fund invests in exchange listed companies with their core activities in non-renewable commodities as well as in global companies operating in similar or related industrial services or by means of forward contracts in non-renewable resources. The fund is Long Only and does not enter short positions. The goal is the replication of the long exposure of the BI Basic Star Commodity Fund. A relative outperformance against the MSCI World Index (in CHF) is our benchmark.The fund is an investment undertaking for other values established in accordance with the Investment Undertakings Act in conjunction with the Investment Undertakings Ordinance of the principality of Liechtenstein. The fund has tax transparency in Germany and Austria (Status "blütenweiss"). The fund currency is Swiss Francs, in principle, foreign currencies are hedged. The fund offers daily liquidity ("Mutual Fund").
Latest News
16. January 2012
Basinvest's BI Basic Long Commodity Fund topped the performance tables among the actively-managed
commodity funds in the Lipper Global database in Q4 with a 15 percent return
7. December 2011
Finanz und Wirtschaft: "Steht China vor einer Trendwende?"
28. October 2011
Reuters: "Palladium and Copper best diversity plays"
http://uk.reuters.com/article/2011/10/28/uk-interview-idUKLNE79R03V20111028
6. April 2011
Finanz und Wirtschaft: "Minen bewerten ist herausfordernd"
6. April 2011
Finanz und Wirtschaft: "Im Silber besteht eine spekulative Blase"
15. December 2010
Finanz und Wirtschaft: "Nicht alle Basismetalle boomen"
13. December 2010
NZZ am Sonntag: "Metalle zu hamstern, ist nicht nur schlecht"
18. November 2010
Reuters Insider interview: http://link.reuters.com/nax85q
