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Investment Strategies

Average about 3% annual increase in the last 5 years.


The investment form "conservative earnings" invests in international equities and bonds from the eurozone. The aim is to split 40% equities and 60% bonds. The goal is to combine the greater earnings opportunities of the equity investment with the relatively stable performance of the bond investment.

Average about 4.5% annual increase in the last 5 years.


The balanced-yield investment invests mainly in international equities and bonds from the eurozone. Overall, a breakdown of investment classes in 70% shares and 30% bonds. Investment objective is long-term Capital growth with simultaneous limitation of Rate fluctuations.

Average about 6% annual increase in the last 5 years.


The investment form "dynamic growth" invests 90% in equities and 10% in bonds. The investment objective is long-term capital growth at marketable yields. The regional investment focuses are the USA, Europe and Japan.

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