How to build up your assets in a targeted manner
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A portfolio comprises all the financial investments owned by an investor. It may include, but is not limited to, equities, bonds, currencies, precious metals, real estate, commodities and cash.
In the financial world, an index is a key figure that reflects the performance of selected rates, such as equities, bonds, currencies and investment funds. In equity indices, for example, shares in different companies are pooled according to certain criteria. This makes it easier to observe trends in the overall market. Indices are regarded as market barometers.
An all-in fee is a flat fee that includes all the costs related to an investment. It is calculated as a certain percentage of the assets under management.
Asset allocation describes the distribution of the overall portfolio across different asset classes. These can be equities, bonds or real estate. Asset allocations are prepared individually according to risk appetite, risk capacity and investment horizon, and are derived from the investment strategy.
An investment fund is an asset that consists of deposits from several investors. Fund assets are invested in equities, bonds and other investments in accordance with the investment strategy of investment experts. Investors own investment fund units that are proportional to the amount of their deposits. The value of these units is based on the price of all the securities purchased by the investment fund.
ETF stands for Exchange Traded Fund. These are passively managed funds, i.e. they track an index. ETFs are more economical than actively managed funds because of their passivity.
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