

Our defensive portfolio offers you the opportunity for constant capital growth with relatively low fluctuations.
The focus is on our in-house bond fund, which invests in a selective range of attractive corporate bonds.
The units of the bond fund are efficiently supplemented with 20-25 hand-selected individual stocks.


Our defensive portfolio offers you the chance of constant capital growth with relatively low fluctuations.
The focus is on our in-house bond fund, which invests in a selective range of attractive corporate bonds.
The units of the bond fund are efficiently supplemented with 20-25 hand-selected individual stocks.
The performance shown is before costs and taxes. The benchmark serves as a comparison and consists of 14.5% MSCI World Price Index EUR, 10.5% Euro STOXX 50, 55% Euro Corporate Total Return Index Value and 10% Cash.
*Values are based on back calculations of the sample portfolios.
As of: 31.05.2022
Hand-selected individual shares
Outstanding companies at a bargain price


High-performance corporate bonds
In-house “Fructus Value Capital” bond fund
since begin
2021
2020
2019*
2018*
2017*
2016*
The performance shown is before costs and taxes. The benchmark serves as a comparator and is composed of 14.5% MSCI World Price Index EUR, 10.5% Euro STOXX 50, 55% Euro Corporate Total Return Index Value and 10% cash.
*Values based on back calculations of the model portfolios
Status: 30.04.2022
Risk management
Safety margin concept

New customer promotion: Pay only with positive performance

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
View more portfolios:
Value 20 / Value 60 / Value 80 / Value 100 / Value 100 Green