We don’t just aim to be different simply for the sake of it. After all, many reputable asset managers achieve excellent results with standard investment strategies typical of the financial industry. We are pleased if such an approach works well for our competitors, however, our clients have additional reasons to look forward to success due to us acting with a clear focus. We concentrate on only three investment strategies – conservative, balanced and dynamic.
The CONSERVATIVE mandate adheres to an income-oriented strategy. Minimal volatility and a focus on yield are it’s principle investment objectives.
The BALANCED mandate is characterised by increased flexibility – potentially greater growth in value as a compensation for increased volatility.
The DYNAMIC mandate is aimed at growth. More risk is taken on to exploit long-term capital gain opportunities.
All these strategies cater to the individual objectives and requirements of our clients.
Fee max. 0,60 % p.a.