Do you wish a callback?
+49 6174 95594 0
Mo.-Fr. 9:00-18:00 Uhr

Fondsnewsletter

Any Questions?

Ich habe die Datenschutzerklärung zur Kenntnis genommen. Ich stimme zu, dass meine Daten zur Beantwortung der Anfrage elektronisch erhoben und gespeichert werden. Hinweis: Sie können Ihre Einwilligung jederzeit für die Zukunft per E-Mail an info@frankfurter-vermoegen.com widerrufen.

Investment strategy

Investment Profile
Security
("Oak tree")
Balanced
("Beech tree")
Income
("Birch tree")
Wealth building

("Fir tree")
Growth
("Bamboo")
Goal

Preserve capital in real terms, earning above the rate of inflation.

Above inflation rate small increase in value per year.

Above-inflation average increase in value per year.

Substantial increase in value per year above the rate of inflation.

Significant increase in value per year above the rate of inflation.

Target return

2,5% p.a.

4% p.a.

5% p.a.

6% p.a.

7,5% p.a.

Risk

Low (risk of loss of approx. 10%)

Moderate (risk of loss of approx. 15%)

Higher (risk of loss of approx. 20%)

High (risk of loss of approx. 25%)

Very high (risk of loss of approx. 40%)