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).
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 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

Details

Defensive

Best of
Funds 40

Equity funds
40%
Bond funds
60%

Long-term asset growth with moderate fluctuations

Details

Balanced

Best of
Funds 60

Equity funds
60%
Bond funds
40%

Greater growth in the long term with medium fluctuations

Details

Dynamic

Best of
Funds 80

Equity funds
80%
Bond funds
20%

Significant growth in the long term with major fluctuations

Details

Offensive

Best of
Funds 100

Equity funds
100%
Bond funds
0%

Strong long-term growth with major fluctuations

Details

Conservative

Best of Funds 20

Long-term protection of real assets with small fluctuations

Details

Defensive

Best of Funds 40

Long-term asset growth with moderate fluctuations

Details

Balanced

Best of Funds 60

Greater growth in the long term with medium fluctuations

Details

Dynamic

Best of Funds 80

Significant long-term growth with major fluctuations

Details

Offensive

Best of Funds 100

Strong long-term growth with major fluctuations

Details

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!

Make an appointment