Global diversified and activ managed portfolio of selected equity funds, bond funds and alternative investments. To limit risk the fund may invest up to 60% into money market products in case of falling markets.
|Minimum Investment||1,000 EUR||Order Deadline||Every Tuesday 4 p.m. CET|
|Minimum Increase||50 EUR||Front load||1.50 %|
|First registered on||Aug 14, 1998||Management Fee up to *)||1,80% p.a.|
|Fiscal year||Jan 01 – Dec 31||Performance Fee||Yes, see KID|
|Redemption||Every Tuesday||Recommended holding Period||10 years|
|Minimum Investment||1,000 EUR|
|Minimum Increase||50 EUR|
|First registered on||Aug 14, 1998|
|Fiscal year||Jan 01 – Dec 31|
|Order Deadline||Every Tuesday 4 p.m. CET|
|Front load||1.50 %|
|Management Fee up to *)||1,80% p.a.|
|Performance Fee||Yes, see KID|
|Recommended holding Period||10 years|
Our long term asset allocation includes stocks from 20% up to 80% of the overall portfolio value.
We expect higher long term returns from stocks in connection with higher risks. Also, we broadly diversify our portfolio by investing in bonds. The bond investments range from 20% to 60% and may include high yield bonds as well as bonds by lower rated issuers.
In order to reduce the volatility of the overall portfolio we add 10% alternative investments. In times of crisis as well as during times where markets adjust we can invest up to 60% in cash.
Overview GFS Growth Fund
The GFS Growth Funds is a global diversified and active managed portfolio of selected equity funds, bond funds and alternative investments.
To limit risk the fund may invest up to 100% into money market products in case of falling markets. This fund is maximally flexible.
You can decide how long and how much you want to save.
There is no minimum period and you can adjust your savings contributions to correspond to the current savings desired, at any time.
You can also top up your fund savings account with one-off payments at any time.