The high-performing & uncomplicated digital financial investment
With a combination of digital convenience and human investment expertise, our goal is to significantly increase your wealth over the long term. To do this, we invest in outstanding companies that are trading below their actual value on the stock market.
- Focus on returns
Our goal is to perform better than the market.
- Value Investing Strategy
As experienced value investors, we have been achieving outstanding results for years.
- Qualitative investments
Their assets flow into shares and bonds of excellent companies.
- Human instead of algorithm
Investment decisions are made by our experts, not by algorithms.
- Digital comfort
Your securities account opening and the ongoing viewing of your portfolio take place digitally.
- Liechtenstein financial Center
Liechtenstein is considered one of the most popular financial locations in the world.
The right strategy for every type of investor
Should your assets be invested in hand-picked individual stocks? Or do you prefer to invest in the funds of star investors? How important is sustainability to you?
Estably offers a long-term high-yield solution for every type of investor.
Modern Value
The “Modern Value” strategy is based on handpicked individual stocks selected according to modern value investing principles.
Minimum investment
from 20’000€
Risk classes
5
Investment Approach
Focused,
Focus on a few companies
Costs
from 1.2% All-In Fee
10% Performance Fee
Performance 2021
20,53%
- Handpicked individual titles
- Concentrated portfolios
- Possible as a joint custody account
- Also suitable for companies
- ESG conform
Value Green
With the “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.
Minimum investment
from 20’000€
Risk classes
5
Investment Approach
Focused,
Focus on a few companies with a high ESG rating
Costs
from 1.2% All-In Fee
10% Performance Fee
Performance 2021
29,48%
- Handpicked individual titles
- Concentrated portfolios
- Possible as a joint custody account
- Also suitable for companies
- ESG-conform
Best of Funds
The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.
Minimum investment
from 20’000€
Risk classes
5
Investment Approach
Broadly diversified, focus on funds with a value or quality approach
Costs
from 1.2% service fee
10% Performance Fee
0.7-0.8% product costs
Performance 2021
23,87%
- Selection of successful funds
- Broadly diversified portfolios
- Possible as joint deposit
- Also suitable for companies
- ESG-conform
Outstanding performance thanks to value investing strategy
In the current low-interest rate environment, it is more than ever our task as asset managers to achieve attractive returns. Your assets are invested in hand-picked individual stocks of excellent companies that we classify as undervalued after careful research. Our in-house “Fructus Value Capital” bond fund efficiently complements your portfolio.
Value investing with passion
Your assets are managed by experienced value investors who have been achieving outstanding results for years.
Mix of individual shares and bonds
You can choose between six portfolios, each of which differs in its share quota.
Risk management by means of safety margin
The margin of safety concept ensures that every security in your portfolio has a certain safety cushion.
Winner of the Real Money Performance Test
Already in our first year, we were able to win the real money test of brokervergleich.de thanks to our performance.
Private pension provision with Estably
Make provisions for your retirement
Together with Vienna-Life Insurance Group AG, we also offer you the option of saving for your retirement in our high-performance portfolios in addition to our asset management.
With a pension solution, you benefit from some special advantages.
Tax benefits increase your profit
In the context of private pension provision, you benefit from a number of tax advantages that significantly increase your bottom line.
Massive compound interest effect with lower risk
The long investment period increases the compound interest effect, while the risk of investing in shares is reduced.
Flexible design possibilities
Vienna Life's "Private Wealth Policy" offers you an individual solution for your asset situation.
Learn more about your options
Asset Management & Retirement Provision
Your investment options at a glance
Asset Management
Custodian Bank: Baader Bank
- From €20,000 minimum investment
- 1.2% All-In Fee
- + 10% performance fee
- Choice from 15 portfolios
Asset management
Custodian Bank: Liechtensteinische Landesbank
- From €100.000 Minimum investment
- 1.5% All-In Fee
- + 10% Performance Fee
- Choice from 15 portfolios
Private pension provision
with Estably and Vienna-Life
- From €100.000 Minimum investment
- 1.5% All-In Fee
- + 10% performance fee
- + Insurance costs
Get more from your assets
Our digital asset management offers you an excellent opportunity to get more out of your assets. If you have any questions, the experts at AICON Assekuranz und Immobilien Gmbh & Co. KG are at your disposal.
Open your Estably custody account digitally and benefit from the advantages of digital asset management from the Principality of Liechtenstein!
AICON sees itself as a regionally active financial brokerage company for private and commercial clients.
Objectivity and efficiency in advising clients are AICON’s top priorities. Advice is based on independent market analysis and continuous professional development. AICON can inform and advise free of any conflicts of interest. Thus, the wishes and financial circumstances of the clients can be individually addressed.
