Whether focus is on security or returns: find out about the right investment opportunities for every risk profile and investment amount.
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Investment funds pool the money of many investors and invest it in a broadly diversified portfolio of different securities. This allows investors with smaller amounts of capital to invest in a targeted and effective way.
The range of available funds is very diverse and includes bonds, equities, commodities, precious metals and real estate, as well as specific sectors and countries. Strategy funds and portfolio funds invest according to a defined investment strategy. For example, there are conservative, balanced and highly speculative funds.
You can assess the quality of funds by consulting performance comparisons and fund ratings.
These three questions are key to identifying the investment strategy that best suits your needs:
- How long can you invest your money for?
- What level of risk are you able and willing to take with your investments?
- How important is achieving a higher return?
Together, these considerations form the classic investment triangle, which balances three competing objectives: returns, security and liquidity.
The longer your investment horizon and the greater your ability and willingness to take on risk, the more suitable a medium- to higher-risk investment strategy may be. While such an approach offers greater return potential, it also involves a higher risk of loss.
Our investment experts will be happy to help you determine the investment strategy that is right for you.
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