Sustainable profit with strategy portfolios
Strategy Portfolio Asset Management 30 – Reference Currency EUR
Active management strategy with strategic sizes of 30% equities and 70% bonds. Individual investments worldwide in bonds and equities of large and medium-sized companies and issuers that meet the strict ethical criteria we set. Die Anleihen im Portfolio zeichnen sich durch eine gute Kreditwürdigkeit (Investment Grade) aus. Derivatives are not used.
Investment classes
as at 31 January 2024
Ethics ratings
as at 31.01.2024
Portfolio development
Anlageperformance vs Vergleichsindex*
per 31.01.2024
| Portfolio | Vergleichsindex | |
|---|---|---|
| YTD | 0,0% | 0,0% |
| 2023 | 7,8% | 10,6% |
| 2022 | -12,0% | -15,3% |
| 2021 | 8,0% | 5,2% |
| 2020 | 1,6% | 3,7% |
| Portfolio | Vergleichsindex | |
|---|---|---|
| 01.2023 – 01.2024 | 5,7% | 6,9% |
| 01.2022 – 01.2023 | -7,7% | -10,5% |
| 01.2021 – 01.2022 | 4,8% | 3,8% |
| 01.2020 – 01.2021 | 0,0% | 2,0% |
| 01.2019 – 01.2020 | 9,1% | 10,3% |
*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.
