The history of the FLEX Fonds Group

The FLEX Fonds Group from Schorndorf was founded by Gerald Feig in 1989 and remains owner-managed to this day. It designs real-asset investments focusing on real estate in Germany and the USA and, according to the company, serves ⟦around 13,000⟧ investors ⟦as of⟧.

Timeline

1989
Gerald Feig founds the group's first company. Source
2000
Shift from private placements to publicly offered funds. Source
2007
CF Fonds GmbH becomes FLEX Fonds Capital AG. Source
2009
In an interview with DAS INVESTMENT, Gerald Feig calls for a significant reduction in the distribution costs of closed-end funds. Source
2010
With Anspar FLEX Fonds 3, costs are not charged upfront but over the term; the investment capital is invested in full. Source
⟦2009–2011⟧
FLEX Fonds is repeatedly recognised as one of the TOP 100 employers among German SMEs. Source
2013
Founding of the capital management company (KVG) FLEX Fonds Invest AG. Source
2014
25th anniversary: congress with around 400 guests in Schwäbisch Gmünd and a donation to the José Carreras Leukaemia Foundation. Source
2015
BaFin authorises FLEX Fonds Invest AG to manage closed-end public and special AIFs. Source
2017
Sale of the capital management company to E&G Funds & Asset Management GmbH, a subsidiary of the private bank Ellwanger & Geiger. FLEX Fonds focuses on sales, investor advice and investor administration. Source
2021
CoWirken opens in the Villa am Schloss in Schorndorf. Source
⟦Year⟧
Renamed FLEX Fonds Capital GmbH ⟦confirm⟧
Today
Brands FLEX Fonds (real estate investments), CoSharen (holiday properties) and CoWirken (coworking). Source

Principles

Independent of banks and owner-managed.
Flexible distribution option: investors help decide how their investment pays out.
Advice exclusively through trained sales partners who receive regular further training.

Source