FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim

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ANNEX: FUND DATA AND NOTE ABOUT RISKS A few words about risks Investment funds are subject to the risk of falling share prices because fluctuations in the value of the assets contained in the fund are reflected in the share price. The fund invests in shares and is thus subject j to the volatilityy and the risk of possible p share price p losses on the stock markets. Stocks are picked p from within the healthcare sector. The evaluation of companies in the healthcare industry may be based on less reliable assumptions because product development and approval depend on the results of comprehensive series of tests. This lack of certainty can result in an increased share price volatility. Because there may be little information available about the status of the development and the approval process, investing in such stocks may be highly speculative. Stocks are picked worldwide. Investments of this type open up additional potential earnings yet also entail an exchange rate risk and are thus subject to the effects of social, political and economic changes in these countries. The particular investment policy of the FCP OP MEDICAL BioHealth-Trends entails a more pronounced opportunities-risks profile. This means that higher fluctuation in the share prices (increased volatility) is possible. The fund is an opportunity-oriented investment for investors with a long-term investment horizon. The fund’s investment strategy can be changed at any time within the legal and contractual limits. Details of these limits can be found in the sales prospectus. Growth in the past is no indication of future performance and no guarantee of success in the future. The indices illustrated are solely for the purposes of general market information. Detailed information and risk descriptions can be found in the sales prospectuses that can be obtained free of charge from the Oppenheim Fonds Trust GmbH, Unter Sachsenhausen 4, 50667 Cologne or online at www.oppenheim-fonds.de. 06/30/2012| Page 46 Oppenheim Asset Management Services S.à r.l.
Disclaimer Management company: Oppenheim Asset Management SServices S.à S r.l. 4, rue Jean Monnet L-2180 Luxembourg www.oppenheim-fonds.lu Paying Agent in Germany: Sal. Oppenheim jr. & Cie. AG & Co. KGaA Unter Sachsenhausen 4 50667 Cologne Germany and its branches Paying Agent and Distribution in Austria: Deutsche Bank Österreich AG Vienna Main Office Palais Equitable Stock im Eisen-Platz 3 AA-1010 1010 Vi Vienna © Copyright This publication is copyright-protected. All rights appertaining thereto, even in case of only partial use, shall remain reserved, particularly with regard to the following: translation, reprinting, recital, use of images and graphics, broadcasting broadcasting, duplication via microfiche or other means means, and storage in data processing equipment equipment. Any duplication of this publication or portions thereof, even in isolated cases, shall be subject to the limitations set forth under the law. Any breaches may carry civil and criminal penalties. Exclusion of liability Although this presentation was prepared with reasonable care care, it can not be ruled out out, that it is incomplete or includes mistakes. The editor, its managing directors, executive employees or staff members therefore do not take the liability for the accuracy, completeness and actuality of the information. This applies as well to the data contained in this document and provided by third parties even though only data is used which was considered reliable. A possible incorrectness or incompleteness of information does not constitute a direct or secondary liability in case of claims. If statements t t t are contained t i d iin thi this publication bli ti concerning i market k t conditions diti th they representt your own view i on th the portrayed situation. Hereby we neither make generally valid statements nor give recommendations or investment advice. Moreover the remarks are based on our judgment of the current legal and tax conditions. Statements contained in this publication may be changed at any time without prior notice. The publication may not be understood as sale offer or as request to submit an offer to purchase investment securities. In particular it is not a prospectus in the legal sense, but a promotional description, which in meant for individual information. Reading this publication is no substitute for individual consultancy. Details contained in this publication do not represent an investment consulting service, but simply give a short summarizing abstract of the basic characteristics of the fund. The complete specifications for the fund, detailed notice on investments objectives, fees and risks as well as legal and tax notice are contained in the prospectus. The prospectus is the solely obligatory basis for the purchase of fund shares. Please read the prospectus carefully and seek advice from you legal and/or tax advisor before investing. You get the prospectus on request at the following address: Oppenheim Fonds Trust GmbH, Unter Sachsenhausen 4, 50667 Cologne or on the internet at www.oppenheim-fonds.de. 06/30/2012| Page 47 Oppenheim Asset Management Services S.à r.l.
Page 1 and 2: OPPENHEIM ASSET MANAGEMENT SERVICES
Page 3 and 4: FUND ORIENTATION Small and mid-cap
Page 5 and 6: FUND ORIENTATION The investment spe
Page 7 and 8: HEALTHCARE MARKET Why invest in the
Page 9 and 10: HEALTHCARE MARKET Growth through in
Page 11 and 12: HEALTHCARE MARKET Pharma-equities:
Page 13 and 14: HEALTHCARE MARKET Big-Biotech-Equit
Page 15 and 16: INVESTMENT PROCESS Basis for a succ
Page 17 and 18: INVESTMENT PROCESS Example case: Im
Page 19 and 20: GROWTH IN DIFFERENT MARKET PHASES C
Page 21 and 22: GROWTH IN DIFFERENT MARKET PHASES C
Page 23 and 24: STOCKPICKING AND PORTFOLIO STRUCTUR
Page 31 and 32: PERFORMANCE Multiple awards SAUREN
Page 33 and 34: PERFORMANCE Performance: FCP OP MED
Page 35 and 36: PERFORMANCE Share class EUR H far-r
Page 37 and 38: PERFORMANCE FCP OP MEDICAL BioHealt
Page 39 and 40: SUMMARY Current arguments in favour
Page 41 and 42: OUTLOOK FCP OP MEDICAL BioHealth-Tr
Page 43 and 44: OUTLOOK Basis for outperformance of
Page 45: ANNEX: FUND DATA AND NOTE ABOUT RIS

FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim

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