Conservative Investment Strategy

Careful, very risk-shy investor with a short-term investment horizon and very high liquidity requirements with focus on continuous income.

  • 70% of the investment amount is invested in bond funds and 30% in equity funds. 
  • Investment horizon: at least 3 years

The investment objective is to secure continuous earnings with a limited risk. A maximum of 30% of asset values are invested in national and international equity funds worldwide without reservation. Assets are invested in domestic and foreign bonds or convertible bonds in both Euros and foreign currencies.

The bandwidth for regrouping investments within each strategy to allow for necessary adaptations to changing markets ranges from 5 to 25 per cent. 

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