Asset Management Strategies

Mighty Balanced

The Mighty Balanced strategy focuses on target investments in national and international equities and bonds via funds and ETFs. Derivatives and individual stocks can be included in up to 30% of the investment assets. The portfolio is actively managed, i.e. the weighting of the individual asset classes is flexibly adjusted to the respective capital market situation in order to take advantage of opportunities and reduce volatility. The objective of the portfolio is to achieve a higher return with higher risks.

Min. Investment
5,000 EUR
Monthly Savings Plan (optional) min.
100 EUR

Setup Fee (incl. 18 % VAT)
5.9 %

Management Fee p. a. (incl. 18 % VAT)
1.8 %

Performance Fee (HWM) (incl. 18 % VAT)
18 %