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.
- Investments in Value & Quality Investing Fonds
- Handpicked individual shares
- Actively managed bond funds for admixture
- 5 Individual risk preferences
- (Note: This strategy is only available to investors who are resident in Germany for tax purposes).
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
Risk diversification
Lower fluctuations thanks to broad diversification
In contrast to our single stock strategies, the “Best of Funds” strategy invests broadly diversified via funds in a variety of stocks and bonds.
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 risk
Within the Best of Funds strategy, five risk classes are available to you. These differ in their respective share or bond proportion. The number behind the portfolios stands for the maximum share of equities.
Can’t make up your mind? During our registration process, we will suggest a suitable portfolio based on your knowledge and financial situation.
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
At a glance
Best of Funds Strategy
- Investments in selected funds and individual shares
- Supplemented by bond funds
- Tax advantages through partial exemption
- Own securities account at Baader Bank or Liechtensteinische Landesbank
- Access to your personal dashboard
- Regular updates about your investments
- Only for investors with tax residence in Germany
We would be happy to answer your open questions about our strategy in a non-binding conversation!
