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The benefits of our advantage funds of funds
Wide range of funds
We have access to all funds licensed in Germany.
Objective selection
As Portfolio Concept maintains no ties to banks or investment companies, our selection of funds is entirely objective.
Flexibility
Simple decision-making structures and low transaction costs allow managers to respond flexibly.
Expertise
The managers of the sub-funds are proven experts. Portfolio Concept is one of the most experienced asset management companies in the industry.
Fiscal advantage
No withholding tax is payable on the gains on the sale of securities within the fund of funds.
Reduced risk
Strong diversification and ongoing portfolio reviews minimize exposure.
Minimum investment just EUR 50
The minimum investment lump sum is EUR 500, or EUR 50 per month for savings plans.
Low costs
No front-end fees apply for sub-funds.
Quick inquiry
Advantage fund
advantage konservativ OP
advantage konservativ OP, a conservative mixed-asset class fund, invests mainly in bond and open-ended real estate funds. Equities are included in the mix from time to time to boost yield.
The assets are chosen based on the best-select approach and using a software-backed method that in turn is based on acknowledged scientific insights. The fund manager is Portfolio Concept GmbH in Cologne. advantage konservativ OP is suitable for growth-orientated investors with a medium- to long-term investment horizon.
Fund information for advantage konservativ OP
| WKN | 511759 |
| Type | Multi-asset class, defensive |
| Focus | Profit-orientated Capital preservation |
| Geographic scope | Global |
| Front load | 3% via portfolio 0% |
| Minimum investment | EUR 500 or EUR 50 per month |