Risk profile / investment objectives
In a private, open and confidential conversation we ascertain your requirements and wishes and formulate your investment objectives.
Your personal risk profile and yield expectations result in differently structured investment solutions, which we propose and transparently explain to you on the basis of a well-founded investment portfolio. Always with a secure eye on securing your investment success on the long term.
Investment profile
Fixed-interest
The investment objective is oriented at the long-term real preservation of the assets. It is characterised by regular income through interest received. It is characterised by regular income through interest received. The foreign currency component is underweighted. Price fluctuations must be expected in the event of changes to interest rates.
Income
The investment objective is oriented at the long-term real preservation of the assets. It is characterised by regular income through interest received, supplemented by dividends and capital gains. The majority of investments is in bonds and money market instruments. . Equities may account for up to 15% of the assets and are therefore strongly underweighted. Price fluctuations must be expected.
Yield
The investment objective is oriented at long-term real asset growth. Income is generated by interest and dividends received as well as by capital gains. The majority of investments is in bonds and money market instruments. Equities may account for up to 35% of the assets and are therefore underweighted. Medium-range price fluctuations must be expected.
Balanced
The investment objective is oriented at long-term real asset growth. Income is generated by interest and dividends received as well as by capital gains. . Investments are made at a balanced ratio of shares and bonds as well as money market instruments. Equities account for up to 50%. Increased price fluctuations must be expected.
Growth
Long-term significant real asset growth. Income is generated mainly by capital gains, supplemented by interest and dividends received. . With more than 65%, equities are overweighted. Increased price fluctuations must be expected.
Equities
Long-term high real asset growth. Income by capital gains, supplemented by dividends received and by interest received from money market investments. This investment objective consists of equities exclusively, supplemented by money market investments for cash management. No investments are made in bonds. Large price fluctuations must be expected.