When shares are booming bond prices often suffer, and vice versa. If you want to make sure you’re always playing it safe we recommend the “WALSER Portfolio German Select” mixed fund. The principle is very simple: at the start of the year the fund invests in a mix of 50 per cent shares and 50 per cent bonds, based on the German DAX share index and the REXP bond index. During the course of the year this mix is continuously modified to reflect market movements, so that by the end of the year you receive the yield of whichever index has performed best.

Systematically exploiting stock market rules
The WALSER Portfolio German Select strategy is based on the contradictory movements of share and bond markets. This way, you automatically benefit as soon as one of the two investment classes achieves a positive performance. In addition, you limit any losses in the event of fast-falling share prices.

We also offer WALSER Portfolio German Select within the framework of our
fund-based asset management.