Steuern sparen für Selbstständige
Mit dem froots Multi Asset §14 Fonds reduzierst du deine Steuerabgaben und sorgst gleichzeitig für unsichere Zeiten oder die Pension vor.
We make most out of your money
At froots we create cutting edge portfolios and actively manage them, so you can focus on other things.
Active Portfolio Management
Each investment account consists of a combination of two strategies: long-term growth and wealth preservation. The closer you get to the end of your investment horizon, the more we will focus on wealth preservation. This way, we can benefit from the long-term opportunities of the financial markets, without taking unnecessary risk.
This is how you start…
Define your profile, we take care of the rest.
Step 1: Define your objectives
When it comes to investing, there is no one-size-fits-all. Only once we have understood your personal needs can we put together a solid portfolio. Define your profile in a few minutes us through our online process or in a consultation.
Step 2: Receive a personalized Proposal
On your goals, risk preferences and the financial situation, we select the most investment products that suit you. However, you can adjust you can adjust your profile and preferences at any point in the future.
Step 3: froots takes care of the rest
froots will actively monitor your investment account, with the aim to reach the objectives that you invest for. You are always welcome for questions regarding your investments, but you don’t have to do anything.
This is how we construct your portfolio
1. Definition of investment universe
Based on your personal situation and objectives, we define the right asset classes for you, and define how this should evolve over time.
2. Valuation of asset classes
Value has proven to be an excellent predictor for future returns. We use both relative and absolute valuation to define the exact proportion of asset classes within your portfolio.
3. Valuation within asset classes
Within all asset classes, we apply the same principles. For example; attractively priced regions are overweighted within the equity part of your portfolio.
4. Independent product selection
Based on the desired asset allocation, froots selects the best possible products in the world. The most important considerations are price, liquidity, tracking error and replication method.
This is how our portfolios developed
Despite turbulent times, froots has managed to achieve solid returns.
2019*
2020
2021
2022
2023
2024*
Short-term
+0,2%
+0,1%
+1,8%
-1,7%
+8,6%
+7,2%
Medium-term
+1,8%
+0,6%
+8,6%
-5,0%
+9,9%
+6,2%
Long-term
+4,6%
+4,2%
+17,2%
-8,5%
+12,5%
+8,7%
*We have been investing according to our investment approach since September 2019, performance 2024 until end Q2.