Equities 6 0 %
Bonds 3 0 %
Cash 1 0 %
Value 30 Portfolio
You want a regular income through regular interest and dividend payments. The preservation of your assets is important to you. You are not very willing to take risks and only tolerate small fluctuations in your assets. The portfolio focus is on fixed-interest bonds. The maximum equity exposure is 30%. The bonds and shares are selected by us extremely carefully. We are very patient in selecting investments and look for outstanding companies. We focus on companies with superior business models in attractive and future-oriented sectors. These are profitable in the long term through competitive advantages and have already proven this in the past. Since outstanding managers can generate enormous added value, the management of the company is also one of the key success factors for us.
What return you achieve with us?
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