Review of securities / Compare Invest

Clients who invested their pension assets in securities in 2013 again had good reason for satisfaction:

  • Conservative investment strategies (equities content of 25%) produced positive performances of between 2% and 5%, significantly higher than conventional account solutions with market interest rates.

  • The picture is the same for balanced investment strategies (equities content of up to 40%); performance here reached between 2% and 8% depending on the solution chosen.

  • Investors who opted for dynamic investment strategies with the highest permissible equities content (up to 50%) realised growth in asset values of between 4% and 11%.

So before deciding on an investment solution, it might be worthwhile to take a look at our online comparison tool “Compare Invest”. With just a few mouse clicks you can compare your favourites by investment strategy or designation and select the most suitable investment product for you.

Liberty does its utmost to secure for its clients tranches of investment products which are normally reserved for asset managers, pension funds and other institutional investors. We pass the preferential pricing on to the client in form of a lower TER.

Your contact will be happy to advise you on the best solution.