Principles for investing robustly
We always invest your money according to five principles that have proven their worth over the years:
Diversification, Quality, Flexibility, Solvency and Value.
Together, they form the Flossbach von Storch Pentagram. This approach minimises the likelihood of significant losses and establishes a solid foundation for generating favourable long-term returns.
Diversification
The future cannot be predicted with any degree of accuracy. Therefore, assets should be diversified not only across different asset classes, but also within individual asset classes.
Quality
The intrinsic value of an investment depends on its quality. Accordingly, the attractiveness of its future potential should always be thoroughly assessed.
Flexibility
To avoid losses and take advantage of opportunities, agility is essential. Consequently, the majority of assets should be invested in highly liquid securities.
Solvency
High levels of debt make assets vulnerable to signigicant losses. Therefore, borrowed capital should only be used in moderation.
Value
High quality does not necessarily promise attractive returns. Therefore, the fair value of an investment should always be compared with its price.
We also invest our clients’ money in accordance with these five principles. Together, they form the Flossbach von Storch Pentagram. Our primary goal is to preserve the purchasing power of the assets entrusted to us.
What we offer
Multi-Asset-Funds
Broadly diversified multi-asset strategies offer a wide range of return opportunities.
Equity funds
Our investment team carefully selects all equities and actively manages the funds.
Bond funds
Bond funds offer appropriate earnings opportunities - with moderate risks.