Value

Equities 6 0%

Bonds 3 0%

Cash 1 0%

Value 60 Portfolio
You want a balanced portfolio. Real capital growth is your priority. Fixed income investments as part of the strategy smooth out fluctuations in wealth. The maximum quota of shares is 60%. We select the bonds and stocks very carefully. We are very patient in the selection of investments and are looking for outstanding companies. We focus on companies with superior business models in attractive and future-oriented industries. These are profitable in the long term due to competitive advantages and have already proven this in the past. Because excellent managers can generate enormous added value, the management of the company is one of the key success factors for us.

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