You want to use the multiplicity of national and international investment information on offer? But you don’t have the time to keep track of the developments on the individual markets? And you would still like to be sure that your assets will be adjusted to the changes in the financial markets? Then let us have your asset management order and the authority to invest your assets – without the need for a decision in every individual case on your part – and achieve the best possible ratio between return and risk.
VOLKSBANK – ASSETS MANAGEMENT
Assets management isn’t just assets management! The Volksbank differentiates between four models with a different emphasis in each case.
Performance Data as at 31.01.2010
"Income":
Data as at 31.01.2010
Safety component approx. 80% / risk component approx. 20%
Distribution of assets
"Balanced":
Data as at 31.01.2010
Safety component approx. 50% / risk component approx. 50%
Distribution of assets
"Growth":
Daten per 31.01.2010
Safety component approx. 20% / risk component approx. 80%
Distribution of assets
"Individuell":
From € 500,000.: targeted composition.
The safety/risk ratio is individually established with the investor.
The assessment strategy is based on your personal, family and financial situation and considers your cash flow requirements and individual goals. After this discussion, the investments are then chosen. The consultants pay particular attention to the optimal risk and return ratio, the global and long-term investment valuations, preferred sectors for investment and the best-price principle. The recommendation of alternative investments is made independently and objectively. Each investment decision is prepared in a transparent and understandable manner, which means that you always control your capital appreciation!
The art of private banking
