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Awards & Performance

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#1 in the Real-Money-Performance Ranking

After twelve months at the top, we were able to officially win test phase VI of the brokervergleich.de performance-test. In addition to the "Best Performance" category, we were also able to take first place in the "Best Risk-Return Ratio" category.

All results and details of the test result can be found here.

After twelve months at the top, we were able to officially win test phase VI of the brokervergleich.de performance-test. In addition to the "Best Performance" category, we were also able to take first place in the "Best Risk-Return Ratio" category.

All results and details of the test result can be found here.

brokervergleich.de Performance Sieger Estably
brokervergleich.de Risiko Rendite Sieger Estably
Better than the Benchmark

Performance Winner

With a performance of 24.01% (before costs and taxes), our Value 60 strategy was able to outperform its peers over the period from February 2020 to February 2021 in the real-money-performance-test by geldanlage-digital.de.

Our Value 60 portfolios contain carefully selected individual stocks and our own "Fructus Value Capital" bond-fund. This strategy is ideal for investors who are willing to accept moderate fluctuations in order to increase their assets over the long term.

With a performance of 24.01% (before costs and taxes), our Value 60 strategy was able to outperform its peers over the period from February 2020 to February 2021 in the real-money-performance-test by geldanlage-digital.de.

Our Value 60 portfolios contain carefully selected individual stocks and our own "Fructus Value Capital" bond-fund. This strategy is ideal for investors who are willing to accept moderate fluctuations in order to increase their assets over the long term.

Block
Year-to-date Performance
Value 30
+0,30%
Benchmark
+0,72%
Value 60
+0,30%
Benchmark
+0,29%
Value 100
+0,46%
Benchmark
+0,59%
Value 60
+0,60%
Benchmark*
+0,83%

The stated performance of the Value 30, 60 and 100 portfolios is before costs and taxes.
The benchmark functions as a point of reference and is composed of 30/60/95% MSCI World Price Index EUR and is complemented by the Euro Corporate Total Return Index Value and 5% Cash.

Date: September 30, 2021

Real money tests

We’re currently participating in real money performance tests of brokervergleich.de and geldanlage-digital.de. In these tests, the site owner invests his actual own capital into the different robo-advisors, which makes the rankings transparent and meaningful.

Get your own independent picture of how we perform compared to our competitors month after month!

Brookervergleich
Brokervergleich.de Oktober 2021

Rolling 12-months-returns as part of the brokervergleich.de real money test;

Performance as of September 30, 2021

geldanlage digital Oktober 2021

Rolling 12-months-returns as part of the geldanlage-digital.de real money test;

Performance as of October 1, 2021

Brookervergleich
Brokervergleich.de Oktober 2021

Rolling 12-months-returns as part of the brokervergleich.de real money test;

Performance as of September 30, 2021

geldanlage digital Oktober 2021

Rolling 12-months-returns as part of the geldanlage-digital.de real money test;

Performance as of October 1, 2021

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