Advantage fund of funds

All-round asset management in one fund

Many investors think that investing in highly profitable asset classes is the way to go in the capital market. However, studies have shown that what really counts is to find the right mix of asset classes, a process referred to as asset allocation. Portfolios with a healthy mix of equities, bonds, real estate and alternative investments can generate strong returns while remaining comparatively immune to fluctuations.

With our advantage funds of funds investors benefit from cleverly structured, mathematically optimized asset allocation while enjoying all the advantages of a carefully selected portfolio. This active strategy translates into all-round asset management in one single fund.

advantage konservativ OP

advantage konservativ OP invests in selected bond and real estate funds around the world, with equity added to the mix from time to time where beneficial. This fund is a return-orientated form of asset management for investors with a medium-term horizon.

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advantage dynamisch OP

advantage dynamisch OP invests in selected equity funds around the world, with real estate and bond funds mixed in for stability. It is a growth-orientated asset management option for investors with a long-term outlook.

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Invest in the RTP method

Both of our advantage funds of funds have been structured using our software-backed Risk-adjusted Trading System Portfolio (RTP) method, which in turn is based on recognized scientific insights.

Investors in our advantage funds of funds benefit from the fact that as a rule, there are no front-load fees associated with the funds within. Naturally, Oppenheim reinvests the trailer fees paid by these funds back into the umbrella fund.

Investors also benefit fiscally, since any gains on the sale of securities within the funds of fund are not subject to withholding tax and can be reinvested in full. Since taxes are deferred, under current legislation investors are only required to pay withholding tax on the gains they achieve once they sell their investment in the funds of fund at some point in the future.

Rating agencies and the trade media have repeatedly acknowledged the outstanding results achieved by both advantage funds of funds.

Choose the advantage funds of fund that suits your risk profile best, regardless of how much you aim to invest, and benefit from favorable terms and conditions.

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