Managed Portfolios by Fondsstad

Fondsstad offers four excellent actively managed portfolios: Defensive, Moderate, Dynamic and Sustainable

Choose a portfolio that suits your investment goals and risk profile

Sit back and relax. Let the experts manage your investments

Simple, transparent and flexible

 

Portfolio Strategies

Fondsstad portfolio strategies are a suite of multi-asset and equity funds. Each portfolio has a different investment strategy, risk and expected return profile. You can invest in a single portfolio or several portfolios depending on your investment goals. If you already know which strategy you wish to invest in, open an account. Alternatively, call us for instruction on how to invest through one of our partner brokers and banks.

Please bear in mind that Fondsstad managed portfolios are offered without investment advice. This means we aren’t required to assess the suitability of this product for you. If you’re not sure about investing or how much risk is appropriate for you, please seek financial advice.

For more information on our portfolios, click on more information link below.

Managed Portfolio Defensive

Defensive

Preserve your wealth
Annualised return *

since start
+2.78%

Multi Asset
Star rating
•••••
Low risk
•••

Factsheet

Choose Defensive

Managed Portfolio Moderate

Moderate

Enhance your wealth
Annualised return *

since start
+6.90%

Multi Asset
Star rating
•••••
Average risk
••••

Factsheet

Choose Moderate

Managed Portfolio Dynamic

Dynamic

Build your wealth
Annualised return *

since start
+13.70%

Global Equity
Star rating
•••••
Higher risk
•••••

Factsheet

Choose Dynamic

Managed Portfolio Sustainable

Sustainable

Build your wealth
Annualised return *

since start
+9.70%

Global Equity
Star rating
•••••
Higher risk
•••••

Factsheet

Choose Sustainable

Start investing

Investing through Fondsstad
To invest in our portfolios, simply choose the type of account you want to apply for. If you already have an account, please login to invest.
Alternatively please visit the Open an Account section of the website for instructions on how to open an account.

Private account

Company account

Invest through one of our partners
We have relationship with a number of banks and brokers. If you have an investment account with one of our partners, you can invest directly through that account and manage all your investments from one location. Please contact us for more information. Please note, banks and brokers may charge additional fees to process your application form.

Managed portfolio features
Liquidity: weekly
Available currencies: EUR, CHF, GBP, USD
Minimum investment: EUR 5.000, CHF 5.000, GBP 5,000, USD 5,000
Additional investment: increments of 5,000
Minimum holding: EUR 5.000 or the same amount in other currencies
Account statement: quarterly
Please see Discretionary & Execution Services Terms for further details.

What does it cost?

Our fees are low, and we comply with the transparency guidelines of the AFM and the FCA.

Management fee per year = 1%

Fund providers fee per year = 0.35% to 1%

Average total fee = 1.35% to 2% per year

*Fees are paid monthly

Cost Investment Portfolios
Platform cost 0%
Transaction cost 0%
Entry cost 0%
Exit cost 0%
Switch €35
Management fee 1.00%
Performance fee 0%
Transfer cost €50

Risk of Investing

Investing involves risks, you may lose your investment. The value of your investments depends in part on developments on the financial markets. There can be no guarantee that the investment objective of a managed portfolio will be achieved or provide the returns sought by the portfolio. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. Please bear in mind that Fondsstad managed portfolios are offered without investment advice. This means we aren’t required to assess the suitability of this product for you. If you’re not sure about investing or how much risk is appropriate for you, please seek financial advice.