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AktienPlus

The equity portfolio of the next generation

  • New in Germany: Active investing with the benefits of ETFs and J.P. Morgan Asset Management
  • Historical return of 14.55% over the past 5 years, above market average
  • Benefit from current trends and extensive expert knowledge

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*Past performance is not a reliable indicator of future performance. The realized return shown is before costs.

*Past performance is not a reliable indicator of future performance. The realized return shown is before costs.

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The first active ETF portfolio for Germany. This is what makes AktienPlus a high performer:

Attractive
Returns

The active approach aims to achieve excess returns that are hard to reach with traditional ETFs.

Diversified
Investment

AktienPlus invests money broadly in stocks across various markets and industries, reducing risks.

Cost
Efficiency

Unlike actively managed funds, AktienPlus uses low-cost ETFs enriched with an active approach by J.P. Morgan Asset Management.

Retirement
Savings

AktienPlus is ideal for private retirement savings and already sets benchmarks in the context of the German government’s retirement savings plans.

What are Active ETFs?

Traditionally, accessing the active research capabilities and strategies of financial experts was very expensive. Active ETFs make this possible, combining the best of both worlds.

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AktienPlus is the ideal companion for long-term wealth accumulation

Historical
Projection

Average Return

Return Range

AktienPlus historical return

Y1
Y5
Y20
Y30

Projected Capital

10,000€

Total Return

0%

Annualized Return

+7.99%

AktienPlus historical return

1 year

+28.05%

3 years

+8.75%

5 years

+14.55%

This investment analysis tool offers projected future performance. Our baseline scenario assumes an average annualized historical return of 7,99% over the past three years (November 2021 to October 2024), after fees. For a more optimistic outlook, we consider the average return over the last five years (November 2019 to October 2024) of 13,79% after fees, while a worst-case scenario is based on the performance of a typical equity portfolio after costs of 7,24%. Please note that actual results may vary due to market volatility and other unforeseen factors.

Build your retirement portfolio with active ETFs and AktienPlus!

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We developed AktienPlus with the support of J.P. Morgan Asset Management. This allows you to leverage decades of expertise at a fraction of the cost, with maximum simplicity and flexibility. J.P. Morgan Asset Management, as the world’s fifth-largest asset manager, manages assets worth $3.5 trillion.

With AktienPlus you combine the best of passive and active equity investment

Conceptualized with professional expertise from various active ETFs, the portfolio invests globally, offering above-average return potential while spreading risks widely.

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USA

59.11%

Eurozone

9.61%

Japan

7.13%

Asia (developed markets)

4.64%

Europe (ex UK)

4.63%

United Kingdom

4.37%

Australia

1.08%

Canada

0.91%

Asia (emerging markets)

6.38%

Latin America

0.96%

Middle East

0.60%

Africa

0.34%

Europe (emerging markets)

0.23%

Developed Markets

91.49%

Emerging Markets

8.51%

Source: Morningstar, Refinitiv as of 31/08/2024

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AktienPlus can be optimally combined with other investment strategies

AktienPlus is particularly suitable for long-term investing. Additionally, all other UnitPlus investment strategies are available to you, offering full flexibility and variety.

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More and more investors are discovering the advantages of active ETFs. We are delighted to combine this innovative investment vehicle with our expertise in model portfolios and make it available to UnitPlus clients. We are convinced that active ETFs are a sensible addition to long-term investments and offer the opportunity to increase earnings potential.

Ivan Durdevic

Head of ETF Distribution
bei J.P. Morgan Asset Management

Ivan Durdevic

Head of ETF Distribution
bei J.P. Morgan Asset Management

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We are excited to be an innovative pioneer with UnitPlus for active ETFs in Germany, offering everyone easy and professional access to an active ETF portfolio.

Fabian Mohr

CEO of UnitPlus

Fabian Mohr

CEO of UnitPlus

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Secure the equity portfolio of the next generation.

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Do you have questions? We have the answers:

How much return can I expect with AktienPlus?

AktienPlus is an innovative portfolio that invests exclusively in equities worldwide and relies on broad diversification using actively managed ETFs. In contrast to passive ETFs, which only track an index, active ETFs are managed by a fund manager in order to outperform the market. The aim of AktienPlus is therefore to achieve a higher return than the market as a whole over the long term.

However, as it is a capital market investment, this goal cannot be guaranteed. Even though past returns offer no guarantee for the future, the portfolio has achieved an average return of 14.55% over the last five years (period October 2019 to November 2024). The costs of 0.76% per year have not been included in the return calculation. Please also note that historical performance does not allow any conclusions to be drawn about future performance.

What distinguishes AktienPlus from other portfolios?

AktienPlus adopts a fast-growing trend in the USA by using active ETF components in portfolio construction. In Germany, active ETFs are still less common, and AktienPlus changes that in a simple yet professional manner. Active ETFs are exchange-traded funds actively managed by a fund manager. Unlike passive ETFs, which simply follow an index, active ETFs aim to outperform the market by reacting to market opportunities and selecting investments strategically. This flexibility can potentially provide higher returns but may also involve higher risks. Compared to other UnitPlus portfolios, AktienPlus invests in seven specific active stock ETFs to capitalize on global return opportunities while diversifying risks.

Who is AktienPlus suitable for?

AktienPlus is particularly suitable for investors with a long-term investment horizon. The active ETF approach aims to achieve a higher return than the overall market. However, short-term losses cannot be ruled out. As equity markets tend to rise in the long term, a longer investment horizon can significantly reduce the risk of loss.

The portfolio is therefore ideal for retirement provision, as it invests globally in equities and is significantly more cost-effective than traditional actively managed funds. The costs for AktienPlus amount to just 0.76% of the invested capital per year, including all production costs. The professional nature of the portfolio and the low costs make AktienPlus the ideal companion for inexperienced and experienced investors for long-term wealth accumulation.

This is how you build the retirement savings of a new generation with AktienPlus.

Learn more
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AktienPlus: We explain the next generation of stock portfolios

Online: 12th of December 2024 from 17:30 to 18:30

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Statutory risk warning: Investing involves risks and can lead to the total loss of the capital invested. A positive return is not guaranteed and historical performance is no guarantee for the future.