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€ / 100.000€

Minimum investment
(depending on custodian bank)

1,2% p.a.

Service Fee

0,7%-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 and shares of the most successful value & quality investors. We let you participate in a carefully selected range of exclusive investments. Due to high minimum investment amounts and expensive front-end loads, these are otherwise associated with considerable additional costs for private individuals. As an institutional investor, we give you access to significantly more cost-effective tranches.
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 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

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
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

At a glance

Best of Funds Strategy

We would be happy to answer your open questions about our strategy in a non-binding conversation!