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
- 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€ / 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.
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
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 information in the form of summarized quarterly reports and corporate updates
- 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!
