Managing Director
This concept allows a better participation in rising markets when compared to a pure 50:50-allocation and reduces at the same time extreme fluctuations in negative market phases such as 2002 and 2008. The WALSER portfolio global strategy select stands for a dynamic investment strategy in terms of the determination of the degree of risk and the investment selection. The market phase, risk levels and trends among other things using the volatility are defined and adapted to the structure of the Fund depending on the identified market phase. The strategy’s objective is outperformance compared to a pure 50:50 allocation of global stocks and bonds to achieve and thus to take advantage of opportunities while risk limiting. Since the rest of the Fund on December 1, 2009, a performance by 12.24 percent with a volatility using daily calculation technique of 6.48 percent arises (stand: 10.02.2011). The actively-managed bond funds WALSER portfolio capital dollars invested mostly in shorter bonds the dollar area. While it uses also the opportunities various dollar currencies being dominated by the US dollar in the currency allocation. Focus is at the same time with a share of more than 80 percent on bonds with good credit ratings (rating of A or better).
The Fund was already on 12 September 2002 and expelling a Morningstar Rating of four stars for years. More information: Walser private bank invest S.A. Stephan M. Modler, Managing Director 8, rue Lou-Hemmer L – 1748 Findel-Golf-phone: + 43 (55 17) 202-2 16 Walser private bank invest S.A. Dr. Carsten Kotas, Managing Director 8, rue Lou-Hemmer L – 1748 Findel-Golf-phone: + 43 (55 17) 202-2 82 the Walser PrivatBank offers over 30 years tailor-made private banking of European top-class. The award-winning Bank specialises in high net worth individuals and entrepreneurs from the German-speaking world.
The Fox report 2011 “the Walser named private bank to the best asset manager in Austria. In the list”, it is under all tested adults and private banks in German-speaking Europe sixth. Product and fund concepts of Walser PrivatBank find regular recognition by international rating agencies. So was the mixed fund managed by WALSER German Select portfolio for its extraordinary performance by the business magazine uro recently with a fund 2011 Award for the fourth time in a row. The WALSER of the Bank funds are by its Luxembourg investment company, which manages private bank invest S.A., Walser. This press release is to be regarded as an offer nor an invitation to the offer. The tax treatment of individual customers is dependent on their personal circumstances and may be subject to future changes. Information about the performance refers to a past performance. This can not be on the future development of the value.
