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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.

Estably Warren Buffett

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.

best of funds strategie

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

Equity funds
20%
Bond funds
80%

Long-term preservation of real assets with small fluctuations

Defensive

Best of
Funds 40

Equity funds
40%
Bond funds
60%

Long-term asset growth with moderate fluctuations

Balanced

Best of
Funds 60

Equity funds
60%
Bond funds
40%

Greater growth in the long term with medium fluctuations

Dynamic

Best of
Funds 80

Equity funds
80%
Bond funds
20%

Significant growth in the long term with major fluctuations

Offensive

Best of
Funds 100

Equity funds
100%
Bond funds
0%

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.

Conservative

Best of Funds 20

Long-term protection 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 long-term growth with major fluctuations

Offensive

Best of Funds 100

Strong long-term growth with major fluctuations

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.

0,99% Service fees

0,30% Bank charges

0,50-0,80% Product costs

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.

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 siegel september 2023

geldanlage-digital.de

Performance winner 12 months (09/2023)

Estably Performance

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

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.

So funktioniert die Performance Gebühr

Die High-Water-Mark stellt sicher, dass wir nur dann eine Gebühr verrechnen, wenn wir Ihr Vermögen auf einen neuen Höchststand bringen:

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How the performance fee works

The High Water Mark ensures that we only charge a fee when we bring your assets to a new high:

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Tell us the date and time and we will get back to you!
Elias Mayer Estably

We advise you on the selection of strategy

No all-in fee until the end of the year

Thank you for booking your appointment!

We look forward to our conversation together. In the meantime, we recommend our current information brochure.