Investment advisory

Porfolio RG4 –
Ambitious strategy

The portfolio invests in bonds, stocks, and in financial instruments with similar risk-level. The portfolio can invest up to 100% of its assets in equity and comparable risk instruments. In the short term, the portfolio may deviate significantly from this level. The recommended minimum investment horizon for the portfolio is more than five years. Portfolio investments may be made globally, and in any sector and region that is not internationally sanctioned. Historically, the nominal average return (10 years) of a passive portfolio with comparable asset allocation has been approximately 12% per year. The portfolio is actively managed, takes only long positions, and does not use financial leverage. The base currency of the portfolio is the euro (EUR), and currency risk is actively managed within the portfolio.

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