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FOS Performance und Sicherheit


With its permanent, systematic risk concept, the sustainable “FOS Performance und Sicherheit” investment fund offers an extra barrier of fund assets against sudden and unforeseen financial market turmoil.

Investment concept

With its intelligent combination of risk reduction, return and sustainability, the fund is particularly aimed at foundations and other non-profit organisations, where two goals are particularly important: real capital preservation and generation of dividends. 

As the fund’s investment advisor, we pursue active asset allocation with clear structures and rely on our recognized investment competence. Environmental, social and ethical investment criteria are taken into account in the fund. Stocks are also selected based on the sustainability criteria defined together with oekom research AG. 

Market price risks are controlled (overlay management) in order to secure all of the fund assets against annualized depreciation of more than 7,5% (without guarantee).

Downloads

Unfortunately, our downloads are only available on the German language version.

Thank you for your interest.

Wirtschaftswoche Qualitätssiegel (Quality Seal) - "Beste Vermögensverwalter 2017" (Best Asset Managers 2017)

Top position for Deutsche Oppenheim Family Office AG’s Asset Management: In the current Wirtschaftswoche issue, its “FOS Performance und Sicherheit“ fund ranks fourth among about 350 funds rated. On behalf of Wirtschaftswoche, the MMD rating agency compared funds with defensive orientation, i.e. funds with a 40 percent share maximum. Deutsche Oppenheim was hereby deemed one of the top asset managers 2017 in the Wirtschaftswoche ranking.