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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 and quality investors and hand-picked individual shares with a focus on holding companies.

Due to high minimum investment sums and expensive initial charges, 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 institutional tranches. We buy all funds without a front-end load.

best of funds strategie

Risk diversification

Lower fluctuations thanks to broad diversification

In contrast to our pure individual share strategies, the “Best of Funds” strategy invests in a broadly diversified range of shares and bonds via funds.

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 that differ in terms of their respective equity and bond weightings. A higher proportion of equities generally means more long-term growth potential with higher fluctuations in value.

Conservative

Best of
Funds 20

Equities
20%
Bond funds
80%

Long-term preservation of real assets with small fluctuations

Defensive

Best of
Funds 40

Equities
40%
Bond funds
60%

Long-term asset growth with moderate fluctuations

Balanced

Best of
Funds 60

Equities
60%
Bond funds
40%

Greater growth in the long term with medium fluctuations

Dynamic

Best of
Funds 80

Equities
80%
Bond funds
20%

Significant growth in the long term with major fluctuations

Offensive

Best of
Funds 100

Equities
100%
Bond funds
0%

Strong long-term growth with major fluctuations

Can’t make up your mind?
During our application process, we will 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 our asset management fee plus bank charges and product costs (based on the funds used). If we reach a new high with your custody account, an additional performance fee of 10 % is charged on the gains.

Your costs depend on the investment amount paid in:

Management fees Estably

Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000

Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request

plus 0.30 % bank charges

plus 0.50 % - max. 0.80 % product costs

Awards

Invest in the winner of real money performance tests

Estably Offensiv Siegel Biallo 2023

biallo.de

Performance winner 2023

geldanlage digital Februar 2024

geldanlage-digital.de

Performance winner 12 months (02/2024)

brokervergleich Estably 2023 Performance

brokervergleich.de

Performance winner 2023

brokervergleich Estably 2023 Risiko Rendite

brokervergleich.de

Best risk-return ratio 2023

At a glance

Best of Funds Strategy

Our strategies

Individual shares

Our “Modern Value” strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.

Funds

The “Best of Funds” strategy enables you to invest in the funds of the most successful value and quality investors.

Gold

This strategy focuses on protecting 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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Elias Mayer Estably

We advise you on the selection of strategy

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