Fund portfolios

 

Rather than selling individual funds there is also the possibility of managing your assets as a whole.

For this purpose, we can offer two sample solutions, a conservative, low fluctuating, and an opportunity-driven, more erratic method. The two fund accounts can either be implemented one to one or alternatively used as a guide for existing or new depots.

There are no hidden or extra charges as yet for the care of these two fund portfolios. The fee is paid for by a one-off surcharge as well as the annual management fees of the individual funds.

If interested, we can gladly provide the login-details for these funds portfolios.

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