Growth-Oriented Investment Strategy

Investor with a long-term investment horizon, low liquidity requirements and a focus on capital growth; willing to take risks.

  • 30% of the investment amount is invested in bond funds and 70% in equity funds. 
  • Investment horizon: at least 10 years

The investment objective is to achieve an above-average return with partially high fluctuations at a heavily inflated risk. A maximum of 70% 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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