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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.
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.
AktienPlus is the ideal companion for long-term wealth accumulation
Average Return
Return Range
AktienPlus historical return
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!
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.
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
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.
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
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
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.
AktienPlus: We explain the next generation of stock portfolios
Online: 12th of December 2024 from 17:30 to 18:30
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.