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 November 2019 to October 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.