That is why our day-to-day work is aimed at preserving and growing the assets entrusted to us.
Our investment guidelines
Five principles
We always invest your capital in accordance with five principles that have proven their value to us over the years: diversification, quality, flexibility, solvency, and value. Together they form the Flossbach von Storch Pentagram, an “economic moat” for the capital entrusted to us. This reduces the risk of permanent losses in value and creates the foundation for generating appropriate long-term returns for you.
Each day brings countless new reports, trends and facts about the global economy and capital markets. To maintain a focus on what is important, we prepared a “strategic investment world view” that we feel reflects the most important factors influencing stock markets.
Unlike the established guidelines provided by the Flossbach von Storch Pentagram, we review our world view repeatedly and make adjustments if the important influencing factors have changed. This is the only way to responsibly invest your capital over the long term.
Multi-asset funds form the core of our range of funds. They offer you integrated asset management. Even small amounts can be invested, for example through a savings plan.