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.
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.
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
