Sustainable profit with strategy portfolios

Strategy Portfolio Asset Management 100 – Reference Currency EUR

Active management strategy with 100% equity exposure. Individual investments worldwide in shares of large and medium-sized companies with convincing business models and strong growth prospects. The selected companies comply with strict ethical criteria set by us. Derivatives are not used.

Asset classes
as per 31.05.2023

Ethics Ratings
as per 31.05.2023

Portfolio development

Investment performance vs. benchmark index*
as per 31.05.2023

Portfolio Benchmark index
YTD 6,2% 8,3%
2022 -21,7% -11,2%
2021 30,8% 26,1%
2020 1,3% 0,9%
2019 21,6% 26,9%
Portfolio Benchmark index
05.2022 – 05.2023 1,0% 3,7%
05.2021 – 05.2022 -6,7% 3,5%
05.2020 – 05.2021 22,8% 30,0%
05.2019 – 05.2020 2,8% -0,3%
05.2018 – 05.2019 1,3% -0,2%

*Vergleichsindex: 50% MSCI Europe, 50% MSCI World

Disclaimer:
Past performance is not a reliable indicator of future performance. The value of this investment and the income from it may fluctuate. The investor may not get back his invested capital. All return and risk figures before costs and taxes; as a rule, the result is reduced by all-in fees (transaction, custody, administration costs) on the assets under management in the amount of max. 1,50% p.a.

As an experienced and independent asset manager, we look forward to supporting you.

We will be happy to advise you. Give us a call.

Ethics Research