The fund 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.



Strategic Direction

In the medium to long term, the following asset class mix will be implemented. The risk-return profile is significantly determined by the strategic direction.

Bandwidth asset classes

Deviating from the strategic orientation and depending on the current market assessment, an active overweight or underweight of the asset classes in the portfolio can be realized.