Target return-oriented strategies
The objective of a target-return strategy is to achieve a prescribed return that, as best as possible, is not correlated with short-term price fluctuations in the marketplace. Here, the measure of success is a comparison between the actual return and the target return.
In this regard, your investor profile is decisive in determining a reasonable target return. This approach to portfolio management operates flexibly across various investment types and has no fixed anchor. As a part of this, individual asset classes can be temporarily ignored and, if unusually high risks prevail at some point, it is even conceivable that all risky assets are avoided. The appropriate investment strategy is derived from one’s own risk profile. The Global Return, Global Balanced and Global Equity strategies differ by the asset classes involved, i.e. the Money Market, Bonds, Stocks, Real Estate, Commodities, Hedge Funds and Private Equity.