YOU INVEST balanced EUR offers investors a balanced mix of different asset classes. Within the YOU INVEST product family for retail clients, this is the fund for investors with medium risk appetite. A balanced risk/return profile makes a case for this solution. Our experts continuously monitor the portfolio and optimise it in accordance with the opportunities on the market. The fund management is implemented on the basis of a traceable and structured investment process.
The average share of dynamic assets (equity instruments, corporate and high-yield bonds) in this fund is about 30%. The maximum share of the assets in the portfolio may be up to 60%. The risk exposure is actively managed.
Bandwidth asset classes
The weighting of the different asset classes in the portfolio changes dynamically. The different bandwidths are determined by the chosen risk aversion/risk appetite. The goal is to achieve maximum returns while bearing in mind the risk/return profile.