Best of Funds Strategy
Investing money like the star investors
In the “Best of Funds” strategy, we invest your assets broadly diversified in the most successful value & quality funds.
- Investments in Value & Quality Investing Funds
- Actively managed bond funds as an admixture
- Handpicked individual stocks
- 5 individual risk preferences
Best of Funds Strategy
Investing money like the star investors
In the “Best of Funds” strategy, we invest your assets broadly diversified in the most successful value & quality funds.
- Investment in Value & Quality Investing Funds
- Hand-picked individual shares of holding companies
- Actively managed bond funds for admixture
20.000€ / 50.000€
Minimum investment
(depending on custodian bank)
0,99% / 1,19%
Service fee
(depending on the custodian bank)
0,5% - 0,8% p.a.
Product costs
10%
Performance Fee
(High Water Mark Principle)
Exclusive Investments
Your access to the most successful value & quality investing funds
In the “Best of Funds” strategy, we invest for you in the funds of the most successful value and quality investors and hand-picked individual shares with a focus on holding companies.
Due to high minimum investment sums and expensive initial charges, these exclusive investments are normally associated with considerable additional costs for private individuals. As an institutional investor, however, we give you access to the significantly more cost-effective institutional tranches. We buy all funds without a front-end load.
Take a look at our portfolios!
Risk diversification
Lower fluctuations thanks to broad diversification
In contrast to our pure individual share strategies, the “Best of Funds” strategy invests in a broadly diversified range of shares and bonds via funds.
Due to the higher diversification, this strategy is subject to lower fluctuations than our single stock-based Modern Value and Value Green strategies.
You determine your growth opportunities
Within the Best of Funds strategy, you can choose from five portfolios that differ in terms of their respective equity and bond weightings. A higher proportion of equities generally means more long-term growth potential with higher fluctuations in value.
Conservative
Best of
Funds 20
Long-term preservation of real assets with small fluctuations
Defensive
Best of
Funds 40
Long-term asset growth with moderate fluctuations
Balanced
Best of
Funds 60
Greater growth in the long term with medium fluctuations
Dynamic
Best of
Funds 80
Significant growth in the long term with major fluctuations
Offensive
Best of
Funds 100
Strong long-term growth with major fluctuations
Can’t make up your mind?
During our application process, we will suggest a suitable portfolio based on your knowledge and risk appetite.
Return
Performance of the Best of Funds portfolios since inception
Our fees: Transparent & fair
The costs for the Best of Funds strategy consist of our asset management fee plus bank charges and product costs (based on the funds used). If we reach a new high with your custody account, an additional performance fee of 10 % is charged on the gains.
Your costs depend on the investment amount paid in:
Management fees Estably
Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request
plus 0.30 % bank charges
plus 0.50 % - max. 0.80 % product costs
- Our administration fees include:
- Portfolio management
- Personal consultation
- Service fees
- Bank charges include:
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Awards
Invest in the winner of real money performance tests
biallo.de
Performance winner 2023
geldanlage-digital.de
Performance winner 12 months (02/2024)
brokervergleich.de
Performance winner 2023
brokervergleich.de
Best risk-return ratio 2023
At a glance
Best of Funds Strategy
- Investments in selected funds and individual shares
- Supplemented by bond funds
- Tax advantages through partial exemption
- No commitment or cancellation periods
- Own securities account at Baader Bank or Liechtensteinische Landesbank
- Access to your personal dashboard
Our strategies
Individual shares
Our “Modern Value” strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.
Funds
The “Best of Funds” strategy enables you to invest in the funds of the most successful value and quality investors.
Gold
This strategy focuses on protecting your assets. To this end, we invest in gold, supplemented by stable currencies.
