Flossbach von Storch -
Foundation Defensive
The defensive multi-asset strategy of Flossbach von Storch - Foundation Defensive enables long-term capital preservation and regular distributions.
The investment strategy
The Flossbach von Storch - Foundation Defensive is specially tailored to the needs of long-term investors. The fund assets are spread across various asset classes in order to reduce risk and enhance potential returns. This investment strategy offers foundations in particular the opportunity to generate regular income and thus fulfil the foundation's purpose. With a maximum equity allocation of 35 per cent, we aim for a distribution ratio of 2.5 per cent.
The fund managers
Dr Tobias Schafföner (above) is Managing Director of Flossbach von Storch SE. After graduating with a degree in economics in 2011, he obtained his doctorate in political science in 2020. He has been with Flossbach von Storch since 2012. As Head of Multi Asset, he manages the multi-asset strategies together with Julian-Benedikt Hautz (left) and Stephan Scheeren (right). Julian-Benedikt Hautz studied business administration and has been a portfolio manager and investment analyst at Flossbach von Storch since 2017. Stephan Scheeren has been with the company since 2008. Prior to that, he worked as a portfolio manager and fund analyst at Bankhaus Lampe AG in Düsseldorf and studied banking and finance at the Technical University of Cologne.
Flossbach von Storch - Foundation Defensive
Each of our funds is offered in different share classes. The figures below show the performance of share class R in euros, which is primarily invested in by private investors.
How to invest in the
Flossbach von Storch - Foundation Defensive
Our funds are available through a broad network of financial service providers such as banks, savings banks, insurance companies and independent financial advisors. Simply make a note of the name, WKN or ISIN number and speak to your personal advisor.
Clear principles for discerning investors
Investing robustly
To mitigate risks and take advantage of diverse opportunities, we divide your assets across different asset classes, sectors and regions. A robust portfolio structure is the ideal foundation for preserving foundation assets over the long term.
Sustainability
Only companies that act holistically and responsibly can be successful in the long term. That is why we firmly integrate ESG criteria into our in-house investment process, thereby harmonising economic, ecological and social aspects.
Regular distributions
The defensive investment strategy has the potential to preserve your assets in the long term. In addition, with a target distribution ratio of around 2 per cent, you can fulfil the foundation's purpose.
Further information on performance, portfolio composition and opportunities and risks can be found on our fund details page.
Multi-Asset-Funds
Broadly diversified multi-asset strategies offer a wide range of earnings 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.