Sustainable and systematic asset accumulation with the Arete Success Concept
Performance example of a real equity portfolio taking into account the comprehensive
PRIME VALUES Ethical criteria, as of 31.10.2021, in EUR
Strategy Features
| 10.2016-10.2021 | Portfolio | Benchmark index |
|---|---|---|
| Yield p.a. | 12.60% | 11.09% |
| Volatility p.a. | 12.70% | 14.71% |
| Max. Loss*
(in 1 month) |
-17.36% | -22.82% |
All data as of 31.10.2021 / benchmark index: 60% MSCI World (EUR) GDP, 40% MSCI Europe GDP. 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 the all-in fee (transaction, custody, administration costs) on the assets under management.
*Coronavirus pandemic 2020
How can you access PRIME VALUES asset management?
5 steps to the right portfolio
1
Recording and analysis of your situation
2
Development of proposed solutions
3
Joint discussion / adjustment
4
Opening a deposit with a bank
5
Implementation & regular dialogue
Key points of the strategy
Sustainable future trends
Three teams of experts: Arete Portfolio Management Team, PRIME VALUES Ethics Research and PRIME VALUES Ethics Committee take care of the best possible participation of your assets in the trends of tomorrow.
Quality company
We invest exclusively in excellent quality companies that meet our strict financial analytical and ethical standards.
Active management
Our active management aims to participate as optimally as possible in the opportunity potential of the capital markets in rising market phases and to reduce risks and preserve assets in weak or difficult market phases.
Transparency
Each individual investment is evaluated by the independent Ethics Committee. We are happy to grant you the opportunity to learn about the decision-making process “live” at an ethics committee conference.
Call us to schedule a no-obligation consultation today:
