Defensiv:
Value 40
Konservative Strategie
Unser defensives Portfolio bietet Ihnen die Chance auf konstantes Kapitalwachstum bei relativ geringen Schwankungen.
Hauseigener Anleihenfonds
Der Fokus liegt auf unserem hauseigenen Anleihenfonds, der in eine selektive Auswahl an attraktiven Unternehmensanleihen investiert.
Handverlesene Einzelaktien
Die Anteile des Anleihenfonds werden mit 20-25 handselektierten Einzelaktien effizient ergänzt.
Defensiv:
Value 40
Konservative Strategie
Unser defensives Portfolio bietet Ihnen die Chance auf konstantes Kapitalwachstum bei relativ geringen Schwankungen.
Hauseigener Anleihenfonds
Der Fokus liegt auf unserem hauseigenen Anleihenfonds, der in eine selektive Auswahl an attraktiven Unternehmensanleihen investiert.
Handverlesene Einzelaktien
Die Anteile des Anleihenfonds werden mit 20-25 handselektierten Einzelaktien effizient ergänzt.
Hand-selected individual shares
Outstanding companies at a bargain price
Instead of ETFs or equity funds, we invest your assets in approx. 20 – 25 carefully selected individual stocks.
For us to buy a share, a company has to convince us on a whole level. In addition to balance sheets and key figures, we are particularly interested in the soft factors that cannot be determined by numbers. These include, for example, the quality of the business model, the management or unique competitive advantages.
High-performance corporate bonds
In-house “Fructus Value Capital” bond fund
The “Fructus Value Capital Fund” serves as an optimal complement to your shares. In 2020, the fund achieved a performance of 29.65% (before costs and taxes).
A large part (80-100%) of the capital under management is invested in a selection of attractive corporate bonds. A small portion may be invested in government bonds to manage liquidity, and convertible bonds may be used as an opportunistic complement.
Risk management
Safety margin concept
The concept of the “safety margin” within the framework of our Value Investing Strategy provides that each share in your portfolio has a sufficient safety cushion.
This cushion is created by the difference between the share price and the actual value of the company. The more undervalued a company is according to our analyses, the more likely it is to weaken (for example in times of crisis) in order to still be profitable.
In addition, we invest primarily in companies that have already proven in the past that they can survive crises unscathed or that have sufficient liquidity to master a future one.
New customer promotion: Pay only with positive performance
We offer to new customers the opportunity to invest free of fixed costs (without an all-in fee). Instead, a performance fee of 19% is charged on the profits only if we were able to increase your assets.
Value 40 Strategy
You Get
- Professional Asset management
- Your own custody account at Baader Bank or LLB
- Participation's in outstanding companies
- Units in the Fructus Value Capital bond fund
- Access to your personal dashboard
- Regular information in the form of summarized quarterly reports and company updates
