YOU INVEST solid
YOU INVEST solid offers investors a conservative mix of different asset classes. Within the YOU INVEST product family for retail clients, this is the fund for investors with the least risk appetite. As a result, the expected growth in net asset value is comparatively lower. The focus is on price stability. 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.
Up to 20% 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 20% 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.