YOU INVEST balanced

YOU INVEST balanced offers investors a balanced mix of different asset classes. Within the YOU INVEST product family for retail clients, this is the fund for investors with medium risk appetite. A balanced risk/return profile makes a case for this solution. Our experts continuously monitor the portfolio and optimise it in accordance with the opportunities on the market. The fund management is implemented on the basis of a traceable and structured investment process.

Risk exposure

Up to 60% of assets under management are invested directly or via other investments funds in risky assets. In the context of this investment, equities and high-yield bonds, among others, are deemed risky. The risk exposure is managed actively and may fluctuate from 0 to 60% over time.

Bandwidth asset classes

The weighting of the different asset classes in the portfolio changes dynamically. The different bandwidths are determined by the chosen risk aversion/risk appetite. The goal is to achieve maximum returns while bearing in mind the risk/return profile.