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Setting standards in investment together

This type of asset management focuses on the risk mentality of the client. Together, a portfolio with a jointly fixed benchmark is defined and asset classes are weighted accordingly to achieve outperformance.

In this form of asset management, the chosen allocation is based on the client's individual risk propensity and appetite. Return opportunities and investment risks are discussed together. The result is an individually tailored portfolio including a defined benchmark to maximise returns. In order for you as an investor to benefit in a flexible way from special market opportunities, we reach an agreement to temporarily deviate from the contractually defined investment strategy by a certain degree around the benchmark. This approach also serves to achieve a better performance compared to the benchmark within the LLB investment policy. The basic aim is a disproportionately high participation in benchmark profits and somewhat lower losses in the event of setbacks.

The jointly defined portfolio thus aims to participate fully in the benchmark development, while accompanied by corresponding losses in negative market phases. In the long term, however, the return opportunities on national and international markets are likely to prevail, and the development of your portfolio will be positive.


This is a marketing notification. The information contained in this publication constitutes neither a request or an offer, nor a recommendation on the acquisition or sale of funds or on carrying out other transactions. A marketing notification serves a mere marketing purpose, is no legally binding contractual document, is not provided for by mandatory law and does not suffice as a basis for decisions on investments or replace individual investment advice. By purchasing a fund you acquire share certificates in the fund and not the financial instruments invested in the same directly. The costs of the fund, such as, e.g., the management fee or the offering premium, reduce the return/performance of the fund.