Sustainable profit with strategy portfolios

Strategy Portfolio Asset Management 25 – Reference Currency EUR

Active management strategy with an allocation of 25% equities and 75% bonds. Individual investments worldwide in bonds and equities of large and medium-sized companies and issuers that meet the strict ethical criteria we set. 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 2,4% 3,9%
2022 -12,0% -15,3%
2021 8,0% 5,2%
2020 1,6% 3,7%
2019 8,7% 12,1%
Portfolio Benchmark index
05.2022 – 05.2023 -1,2% -3,1%
05.2021 – 05.2022 -4,6% -6,2%
05.2020 – 05.2021 6,4% 9,4%
05.2019 – 05.2020 1,7% 2,2%
05.2018 – 05.2019 2,3% 3,0%

*18% MSCI Europe, 12% MSCI World, 70% Barclays Euro Aggregate

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