Returns

With the products FWU has conceived, investment brokers can offer their customer an optimized portfolio management.

The FWU-Group has developed a concept for this purpose, which is subdivided into the CORE investment strategy, and four supplementary investment strategies.

The CORE investment strategy constitutes the basic element of the investment concept, and it offers the participation in an actively managed portfolio of first-class global share funds. The coverage of the most important global capital markets is guaranteed through this investment strategy with its comprehensive regional dispersion. The aim of this investment strategy is a long-term above - average capital growth. The chances / risks - profile is optimized by a broad diversification of the selected funds. The selected funds are characterized by a fast reaction to external events and the corresponding short-term adjustment of the investment policy. This way the conflict between the preservation of the assets and the aspired return in viewpoint of the risks to be taken can be solved. The CORE investment strategy links these two elements together in a professional and systematic way. It therefore offers the opportunity for long-term and lasting value enhancements.

Four supplementary investment strategies with portfolios in the investment fields of Global Ecology, Global Technology, Emerging Markets Bonds and Private Equities are available for a combination with the CORE investment strategy.

This offer is supplemented by a security element, which can be selected or deselected by the investor, and which is available at contract expiry either as a premium- or a capital guarantee.