Higher interest rates significantly improve the prospects for capital preservation strategies – particularly with defensive minimum value thresholds. The effect is twofold: the safe base investment generates higher returns while also increasing your risk budget. With the minimum value threshold unchanged, we can allocate more capital to return-oriented investments.
Our rules-based approach continuously adjusts the asset allocation to the market environment. This helps limit losses within the defined parameters and smooth performance across different market phases.
We manage minimum value thresholds based on defined rules and dynamically adjust the portfolio to the market environment.
Since 2001, we have been managing capital protection strategies across a wide range of requirements:
Would you like to adjust your minimum value thresholds to reflect the current interest rate environment, or are you looking for the right structure for your investment portfolio? We can support you in developing the right approach.
Mathias Weil
Head of Absolute Return and Capital Preservation
Carsten Müller
Anna Frank
Bastian Greß
Kristin Pritzel
Fixed minimum value over the agreed period.*
*The minimum value applies to a 12-month period, or to the calendar year for mutual funds. There is no guarantee that the minimum value will be maintained.
