Fund information

Fund name
Mistral Value Fund -CHF-I-
Accounting currency of the (sub-) fund
USD
Unit class
-CHF-I-
Reference currency of the unit class
CHF
Legal form
unit trust
Fund type
UCITS
Close of accounting year
31.12
Launch date
28.03.2018
Fondsstatus
active
Initial issue price
CHF 1’000.00
Use of proceeds
reinvested

Organization

Management company
IFM Independent Fund Management AG
FL-9494 Schaan
www.ifm.li
Asset Manager
Osiris Asset Management AG
FL-9490 Vaduz
www.osirisamg.com
Depositary
Liechtensteinische Landesbank AG
FL-9490 Vaduz
www.llb.li
Representative for qualified investors in Switzerland
LLB Swiss Investment AG
CH-8001 Zürich
www.llbswiss.ch
Paying agent for qualified investors in Switzerland
Helvetische Bank AG
CH-8008 Zürich
www.helvetischebank.ch
Facility agent Germany
IFM Independent Fund Management AG
FL-9494 Schaan
www.ifm.li
Auditor
Grant Thornton AG
FL-9494 Schaan
www.grant-thornton.ch
Supervisory authority
FMA Finanzmarktaufsicht Liechtenstein
FL-9490 Vaduz
www.fma-li.li

Category

Investment category
Shares
Investment universe
Global
UCITS target fund
yes
SFDR Classification
Article 6

Settlement information

Valuation interval
daily
Valuation day
Daily, Monday to Friday
Acceptance deadline for subscriptions
Valuation day by no later than 4.00pm (CET)
Acceptance deadline for redemptions
Valuation day by no later than 4.00pm (CET)
Minimum investment
CHF 500'000.--
Value date
T + 2

Key data

ISIN
LI0260071316
Security number
26007131
Bloomberg
MISTCHI LE
WKN
A2PBD1
Legal Entity Identifier
529900CEL8OCV6XK1124

Fund charges

Issue premium
max. 3%
Redemption charge
0%
Redemption charge credited to the fund’s assets
0%
Management fee
max. 0.95%
Performance fee
10.00%
Hurdle rate
none
High watermark
yes
Administration fee
0.20% or min. CHF 40,000 p.a. plus CHF 5,000 p.a. per unit class from the 2nd unit class
Depositary fee
0.15% or min. CHF 15,000 p.a. plus CHF 2,000 p.a. per unit class from the 4th unit class plus Service-Fee of CHF 420 p.q.
OGC/ TER 1
1.26%
Performance-related fee
0.1%
TER 2
1.36%
OGC/TER at
30.06.2025
PTR
177.53%
PTR at
31.12.2024

Distribution

Distribution to private investors
LI, DE
Distribution to professional investors
LI, DE, CH, IT
Sales restrictions
USA

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