Investment Funds and ETFs - Assets Brokers

A dynamic investment strategy
Opportunity and risk: high
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Investments are concentrated in equity funds with an upper limit of 70% max. Different styles of investment (e.g., growth and value) are varied in the equity segment, according to assessment of the market. Growth securities and collateral values can predominate vis-à-vis standard values over time. Risks are intended to be minimized and opportunities optimized by means of a supplementary spread into funds for business sectors and countries. Care is taken to achieve a well-balanced spread of terms with the pension funds - subject to taking the trend of interest rates into consideration.

A well-balanced invest. strategy
Opportunity and risk: average
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A well-balanced combination of equity funds and pension funds is used. The upper limit for equity funds amounts to 50% max. Standard values form the core in the equity segment: which can be supplemented with investments in growth securities and collateral values, according to assessment of the market. Risks are intended to be minimized and opportunities optimized by means of a supplementary spread into funds for business sectors and countries. Care is taken to achieve a well-balanced term structure in the pensions sector - subject to taking the trend of interest rates into consideration.

A defensive investment strategy
Opportunity and risk: low
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Investments are concentrated in pension funds (securities bearing fixed rates of interest) with a well-balanced term structure. Equity funds are weighted by a maximum of 30%. Risks are intended to be minimized and opportunities optimized by means of a supplementary spread into funds for countries (into funds for industrial sectors too, where possible).