Flossbach von Storch ONE
Our investment strategies
When the stock markets are turbulent and share prices fluctuate, asset classes such as bonds or gold can stabilize a portfolio. For this reason, we offer you seven investment strategies that include equities, bonds, gold (indirectly) and liquidity in varying proportions. Find out in just a few minutes, without obligation, which of our investment strategies suits your personal investment goals and needs.
Flexible multi-asset management across different asset classes
Depending on your investment objectives, your assets are invested in one of the seven Flossbach von Storch ONE strategies - ONE 25 to ONE 85. Each strategy is
a comprehensive and active asset management strategy that is geared towards different risk targets, for example different investment periods.
The strategies are equipped with maximum equity ratios of 25 to 85 percent.
Explanation of performance
The performance is based on the VR unit class (all-in fee of 1.20% p.a.) of the Flossbach von Storch sub-funds Assets I, II, III. Performance according to BVI method - The costs incurred at fund level, all-in fee 1.20% p.a., were taken into account. The performance is based on the target weighting of the funds within the Flossbach von Storch ONE strategies. No front-end load or separate custody fees are charged as part of the Flossbach von Storch ONE service.
The VR unit class of the Flossbach von Storch sub-funds Assets I, II and III were launched on 01.02.2021. The performance data up to 31.01.2021 is a simulated historical performance. It is based on the performance of unit class VI of the Flossbach von Storch sub-funds Assets I, II, III, which were launched on October 1, 2019, and takes into account the fee structure of unit class VR. Historical performance is not a reliable indicator of future performance.
Opportunities
- Flexible investment policy without index orientation.
- Broad risk diversification and exploitation of market potential by investing in different asset classes (equities, bonds, convertible bonds, precious metals (direct and indirect), etc.).
- By investing assets in foreign currencies, your investment can be positively influenced by changes in exchange rates.
- Additional potential returns through the possible use of derivatives.
Risks
- Share prices can fluctuate significantly due to market conditions, and so can your assets.
- Market price risks for bonds, particularly in the event of rising interest rates on the capital market. Price losses are possible.
- The broad diversification and broad investment spectrum can lead to a correspondingly limited participation in the positive performance of individual asset classes. In the case of illiquid (narrow-market) securities, there is also the risk that, if the asset is sold, this is not possible or only possible by accepting a significant price discount.
- By investing assets in foreign currencies, the value of your investment may be negatively affected by changes in exchange rates.
- The use of derivatives may result in the asset being negatively affected to a greater extent than is the case when assets are acquired without the use of derivatives. This may increase the risk of loss and the volatility (fluctuations in value) of your investment.
- The prices of precious metals and commodities may be subject to greater price fluctuations. Price losses are possible.
This publication serves, among other things, as a marketing communication. The information contained and opinions expressed in this publication reflect the judgment of Flossbach von Storch at the date of publication and are subject to change without notice. Forward-looking statements reflect the views and expectations of Flossbach von Storch. However, actual developments and results may differ significantly from expectations. All information has been compiled with care. However, no guarantee can be given for the accuracy and completeness of the information. The value of any investment may fall or rise and you may not get back the amount invested. The information contained in this publication does not yet take into account your personal circumstances, but this is necessary for the provision of an asset management service. A binding service can therefore only be provided once we have received the necessary data and information in the required scope. This publication does not constitute an offer to sell, buy or subscribe to securities or other instruments. The information and assessments provided do not constitute investment advice or any other recommendation. In particular, this information is not a substitute for appropriate investor and product-related advice. Statements on tax or legal issues are no substitute for professional advice from a tax or legal advisor. This publication is not intended for persons whose nationality, place of residence or other circumstances prohibit access to the information contained herein due to applicable legislation. Historical performance is not a reliable indicator of future performance. A comprehensive glossary of topics and terms can be found at www.flossbachvonstorch.de/en/glossary.
Explanation of performance
The performance is based on the VR unit class (all-in fee of 1.20% p.a.) of the Flossbach von Storch sub-funds Assets I, II, III. Performance according to BVI method - The costs incurred at fund level, all-in fee 1.20% p.a., were taken into account. The performance is based on the target weighting of the funds within the Flossbach von Storch ONE strategies. No front-end load or separate custody fees are charged as part of the Flossbach von Storch ONE service.
The VR unit class of the Flossbach von Storch sub-funds Assets I, II and III were launched on 01.02.2021. The performance data up to 31.01.2021 is a simulated historical performance. It is based on the performance of unit class VI of the Flossbach von Storch sub-funds Assets I, II, III, which were launched on October 1, 2019, and takes into account the fee structure of unit class VR. Historical performance is not a reliable indicator of future performance.
Opportunities
- Flexible investment policy without index orientation.
- Broad risk diversification and exploitation of market potential by investing in different asset classes (equities, bonds, convertible bonds, precious metals (direct and indirect), etc.).
- By investing assets in foreign currencies, your investment can be positively influenced by changes in exchange rates.
- Additional potential returns through the possible use of derivatives.
Risks
- Share prices can fluctuate significantly due to market conditions, and so can your assets.
- Market price risks for bonds, particularly in the event of rising interest rates on the capital market. Price losses are possible.
- The broad diversification and broad investment spectrum can lead to a correspondingly limited participation in the positive performance of individual asset classes. In the case of illiquid (narrow-market) securities, there is also the risk that, if the asset is sold, this is not possible or only possible by accepting a significant price discount.
- By investing assets in foreign currencies, the value of your investment may be negatively affected by changes in exchange rates.
- The use of derivatives may result in the asset being negatively affected to a greater extent than is the case when assets are acquired without the use of derivatives. This may increase the risk of loss and the volatility (fluctuations in value) of your investment.
- The prices of precious metals and commodities may be subject to greater price fluctuations. Price losses are possible.
This publication serves, among other things, as a marketing communication. The information contained and opinions expressed in this publication reflect the judgment of Flossbach von Storch at the date of publication and are subject to change without notice. Forward-looking statements reflect the views and expectations of Flossbach von Storch. However, actual developments and results may differ significantly from expectations. All information has been compiled with care. However, no guarantee can be given for the accuracy and completeness of the information. The value of any investment may fall or rise and you may not get back the amount invested. The information contained in this publication does not yet take into account your personal circumstances, but this is necessary for the provision of an asset management service. A binding service can therefore only be provided once we have received the necessary data and information in the required scope. This publication does not constitute an offer to sell, buy or subscribe to securities or other instruments. The information and assessments provided do not constitute investment advice or any other recommendation. In particular, this information is not a substitute for appropriate investor and product-related advice. Statements on tax or legal issues are no substitute for professional advice from a tax or legal advisor. This publication is not intended for persons whose nationality, place of residence or other circumstances prohibit access to the information contained herein due to applicable legislation. Historical performance is not a reliable indicator of future performance. A comprehensive glossary of topics and terms can be found at www.flossbachvonstorch.de/en/glossary.
Performance
Calender years in per cent
| Year | ONE 25 | ONE 35 | ONE 45 | ONE 55 | ONE 65 | ONE 75 | ONE 85 |
|---|---|---|---|---|---|---|---|
| 2019* | 1,02 % | 1,68 % | 2,32 % | 2,99 % | 3,65 % | 4,19 % | 4,69 % |
| 2020 | 1,74 % | 2,31 % | 2,89 % | 3,38 % | 3,97 % | 4,55 % | 5,13 % |
| 2021 | 3,12 % | 5,79 % | 8,41 % | 11,19 % | 14,08 % | 16,52 % | 18,89 % |
| 2022 | -6,55 % | -7,09 % | -7,62 % | -8,20 % | -8,80 % | -9,27 % | -9,73 % |
| 2023 | 5,98 % | 7,20 % | 8,35 % | 9,57 % | 10,79 % | 11,79 % | 12,74 % |
| 2024 | 5,42 % | 7,28 % | 9,06 % | 10,96 % | 12,86 % | 14,41 % | 15,88 % |
| 2025** | 1,30 % | 0,92 % | 0,54 % | 0,15 % | -0,27 % | -0,65 % | -1,03 % |
| Average PerformanceSince inception (p.a.): 1 October 2019 | 2,01 % | 3,02 % | 4,00 % | 4,99 % | 6,01 % | 6,85 % | 7,65 % |
Which investment strategy suits your goals and needs?
Answer a few questions without obligation. And we will suggest an investment strategy that suits your investment goals.
An overview of the asset classes
In our view, there is no way around tangible assets, i.e. shares, in order to maintain and ideally increase the value of your own assets in the long term. Careful selection of all stocks is crucial: only high-quality companies can pass on rising costs, grow in the long term and generate attractive returns - from which you as a shareholder benefit.
Bonds are debt securities issued by companies or governments. In mixed portfolios, they usually play the role of “stabilizer”. Bonds from first-class borrowers in particular are usually regarded as “safe havens” when the stock markets are turbulent. Active investment strategies can generate returns that are significantly higher than the interest coupon. This is because bonds are traded on the stock exchange. If the issuer's credit rating or the interest rate environment changes, prices rise or fall. This is irrelevant if investors want to hold them to maturity - but it opens up a wide range of opportunities for professional investors.
Gold has proven itself as an investment for thousands of years - despite all economic crises, wars and currency reforms. For us - and therefore also for our customers - it is an insurance policy against the known and unknown risks of the financial system.
In order to be able to react flexibly to opportunities, it always makes sense to hold sufficient liquid funds.