The Performance Project run by FUCHS RICHTER Prüfinstanz has been going for 5 years and the 5th set of results is now out. A total of 74 asset managers with a benchmark ETF portfolio were selected. The aim is to achieve better risk-return results than the benchmark. And consequently also to provide proof that active portfolio management is worthwhile for the client. The result is surprising: only 8 out of the 74 participants are above the benchmark – in other words only 11 percent. The rest have performed worse than a simply structured ETF portfolio.
So the reasons for investing in the Globalance Sokrates fund speak for themselves:
Better performance than the benchmark
Investment in companies which benefit from megatrends, solve global challenges, and create a positive future
The first fund in the world with a footprint report showing its effects on the economy, society and the environment
Further information on the Globalance Sokrates Fund can be found here.
This is the Performance Project IV run by FUCHS | RICHTER PRÜFINSTANZ – Private Banking Portfolio. Further information is available at www.pruefinstanz.de.