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
- Handpicked individual shares and
- actively managed bond funds for admixture
- (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
In the “Best of Funds” strategy, we invest for you in the funds of the most successful value & quality investors, supplemented by a maximum of a handful of individual shares.
Due to high minimum investment amounts and expensive front-end loads, these exclusive investments are normally associated with considerable additional costs for private individuals. As an institutional investor, however, we give you access to the much more cost-effective institutional tranches. We buy all funds without an issue surcharge.
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 growth opportunities
Within the Best of Funds strategy, you can choose from five portfolios, which differ in their respective equity or bond share. A higher share 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?
In our application process, we 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 a service fee, product costs (for the funds used) and a performance fee. However, this is only incurred if we have been able to achieve a new performance high in your custody account.
Your costs depend on the custodian bank you choose:
About Baader Bank
The German Baader Bank has state-of-the-art technological infrastructure and is one of the leading investment banks in Germany. For clients domiciled in Germany, Baader Bank automatically remits taxable income.
- From €20,000 minimum investment amount
- For customers resident in Germany:
- Automatic transfer of tax revenues
- Loss offsetting pot
About the LLB
About the LLB Founded in 1861, LLB is the most traditional financial institution in the Principality of Liechtenstein. Like most Liechtenstein banks, LLB is very concerned to have sufficient high-quality equity capital.
- From €50,000 minimum investment amount
- Advantages of Liechtenstein as a financial centre (learn more)
- Traditional financial institution since 1861
1.19% service charges
0,33% Bank charges
0,50-0,80% Product costs
Awards
Invest in the winner of real money performance tests
geldanlage-digital.de
Performance winner 12 months (09/2023)
geldanlage-digital.de
Performance winner 12 months (07/2021)
brokervergleich.de
Performance winner testphase VI
brokervergleich.de
Best risk-return ratio
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!
Our strategies
Best of Funds
The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.
Modern Value
Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.
Value Green
With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.
Asset Protect
This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.
