Investment strategies
Build wealth with high-quality investments
We offer you a suitable strategy depending on your investment preferences:
- Strong performance with hand-picked individual stocks
- Broadly diversified via successful value investing funds
- Maximum asset protection with physical gold
Individual shares
Strong performance thanks to hand-picked individual shares
In the Modern Value strategy, we invest your assets according to modern value investing principles in hand-picked individual shares of outstanding companies.
- Performance Champion 2023
- Ideal for yield-orientated investors
- Investing according to modern value investing principles
- Participation in outstanding companies
- Choice of 5 individual risk preferences
- Concentrated portfolios with 20-25 securities
- Addition of bonds for diversification possible
- Custody account with Baader Bank or LLB
- Also available as a sustainable Value Green strategy
Who is this strategy suitable for? The Modern Value strategy is ideal for investors who want to give their assets the chance of high returns in the long term.
Funds
Invest broadly diversified in the best value investing funds
In the “Best of Funds” strategy, we invest your assets in successful value and quality investing funds. Thanks to the broad diversification, you benefit from constant growth with manageable fluctuations.
- Investment in successful value and quality investing funds
- Broadly diversified portfolios
- Supplemented by hand-picked individual shares
- Choice of 5 individual risk preferences
- Addition of bonds for diversification possible
- More favourable fees thanks to institutional tranches
- Custody account with Baader Bank or LLB
For whom is this strategy suitable? The Best of Funds strategy is suitable for all investors who are looking for broadly diversified constant growth with manageable fluctuations.
Gold
Protect your assets with Gold
The “Asset Protect” strategy centres on the protection of your assets. We invest in physical gold for you, which we store for you in the secure vaults of the Liechtensteinische Landesbank (LLB). More security is hardly possible!
- Investing in physical gold
- Secure storage at the LLB
- Deliverable at any time on request
- Choice of 5 individual risk preferences
- Stable foreign currencies can be added for hedging purposes
- Advantages of Liechtenstein as a financial centre
- Custody account with the LLB
Who is this strategy suitable for? Our gold strategy offers security-oriented investors an excellent opportunity to protect assets outside the EU in one of the world’s most sought-after financial centres.
Do you want to protect your assets with attractive overnight and fixed-term deposit interest rates in Liechtenstein as a financial centre? Find out more!
Awards and honours
Winner of the real money performance tests
Our aim is to achieve above-average returns in the long term. The results of the real-money performance tests, in which independent testers invest their own money in the providers, show that we succeed in this.
biallo.de
Performance winner 2023
geldanlage-digital.de
Performance winner 12 months (02/2024)
brokervergleich.de
Performance winner 2023
brokervergleich.de
Best risk-return ratio 2023
Our portfolios
The right strategy for every type of investor
Get an overview of our investment strategies. All of these are also available as joint or company custody accounts.
If you have any questions about our strategies, please do not hesitate to contact us.
Modern Value
Individual shares
Our “Modern Value” strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.
Minimum investment
from €20,000
Investment approach
Concentrated, focus on a few companies
Costs
From 1.2% all-in fee
+ 10% performance fee
- Hand-picked individual titles
- Concentrated Portfolios
- Also as an ESG-compliant portfolio
Best of Funds
Funds
The “Best of Funds” strategy enables you to invest in the strategies of the most successful value and quality investors.
Minimum investment
from €20,000
Investment approach
Broadly diversified, focus on funds with a value or quality approach
Costs
From 0.99% service fee
+ 0.65% product costs
+ 10% performance fee
- Selection of successful funds
- Broadly diversified portfolios
- Hand-picked individual shares
Asset Protect
Gold
This strategy focuses on protecting your assets. To this end, we invest in gold, supplemented by stable currencies.
Minimum investment
from €50,000
Investment approach
Focus on gold
Costs
1.19% all-in fee
- Focus on gold
- Concentrated Portfolios
Our “Modern Value” strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.
Minimum investment: from €20,000
Risk classes: 5
Investment approach: Concentrated, focus on a few companies
Costs: from 1.2% all-in fee + 10% performance fee
The “Best of Funds” strategy enables you to invest in the funds of the most successful value and quality investors.
Minimum investment: from €20,000
Risk classes: 5
Investment approach: Broadly diversified, focus on funds with a value or quality approach
Costs: from 0.99% service fee + 10% performance fee + 0.5-0.8% product costs
This strategy focuses on protecting your assets. To this end, we invest in gold, supplemented by stable currencies.
Minimum investment: from €50,000 (only with Liechtensteinische Landesbank)
Risk classes: 5
Investment approach: Focus on gold
Costs: 1.19% all-in fee
Performance
Performance of the portfolios
2024
Since existence
Performance before costs and taxes. The values are based both on back calculations and on the actual performance of the model portfolios.
Status: 30.09.2024
Performance
Performance of the Estably portfolios
Performance before costs and taxes.
Status: 31.03.2024; Data source: Privé Managers.
Insurance-based investment solutions
Tax-optimised provision for your prosperity
In cooperation with prosperity solutions AG, we offer you the opportunity to invest in your pension provision for the long term. The insurance cover allows you to benefit from tax advantages, among other things.
Our Partners
Your advantages of an insurance-based investment solution
- Higher returns thanks to tax advantages
- Strong compound interest effect possible in the long term
- Security in Liechtenstein and Switzerland
- Established insurance partners
- Transparent and fair costs
What sets Estably apart from other robo-advisors
Our information brochure summarises in just a few pages what sets Estably apart from its competitors.
- Find out:
- How Estably compares in terms of performance,
- the principles on which our investment strategy is based,
- What makes Liechtenstein so desirable as a financial centre,
- and much more!
Insurance-based investment solutions
Make tax-optimised provisions for your prosperity
In cooperation with prosperity solutions AG, we offer you the opportunity to invest in your pension provision for the long term. The insurance cover allows you to benefit from tax advantages, among other things.
Our partner
Your advantages of an insurance-based investment solution
- Higher returns thanks to tax benefits
- Strong compound interest effect possible in the long term
- Security in Liechtenstein and Switzerland
- Established insurance partners
- Transparent and fair costs
Free consultation
Enter the world of digital investments
With Estably, you have a wide range of opportunities to invest your assets profitably in a unique environment.
Book a non-binding consultation now and we will be happy to advise you! Let’s find out together whether our strategies match your investment preferences.
