Invest with optimised risk

Select invests in a broadly diversified and cost-efficient manner in the global capital market. Our experts make targeted tactical adjustments in order to capture market opportunities and manage risks.

In addition to ETFs we deploy selected actively managed funds and hedge funds. In doing so you benefit from institutional share classes that are normally open only to large investors and are particularly cost-efficient.

Total costs including securities, custody, trading and ongoing management range, depending on the investment amount, between 0.89% and 1.25% p.a. and are charged directly to your portfolio. Further information can be found in the ZUWAX contractual terms.

Your portfolio is monitored continuously and adjusted as needed as soon as opportunities or risks in the capital markets change. LGT’s long-standing experience across market phases and economic cycles informs every decision – from the strategic allocation through short-term tactical measures to the selection of individual securities.

Select is for investors from 100,000 euros who seek active risk management by experienced experts – and are prepared to accept somewhat higher fees than for a purely passive strategy. After starting, you can build your portfolio flexibly – with one-off contributions or automatically via a savings plan from 500 euros per month.

With ten risk classes – from conservative to growth-oriented – Select can be aligned with your personal risk appetite and investment horizon. Before your investment we capture your objectives, experience and financial situation and ensure that the strategy suits you.

If a purely passive, particularly cost-efficient implementation is sufficient, Global and Global Future offer two alternatives – a switch is possible at any time.

Select combines rules-based core steering with active management: the strategic asset allocation forms the foundation; tactical adjustments capture short-term opportunities and limit risks.

The investment teams of ZUWAX and LGT monitor your portfolio on an ongoing basis and adjust positions as soon as the market environment changes – for example by adjusting equity and bond quotas, regions or individual instruments. In turbulent market phases, risk can be reduced in a targeted manner in order to limit losses.

Select invests in around 30 positions across 15 asset classes: ETFs and ETCs form the cost-efficient core, complemented by selected actively managed funds and hedge funds where active selection adds the greatest value.

You benefit from institutional share classes on terms that are not normally available to private investors. As with all ZUWAX strategies, we rely on physically replicating products and forgo swap ETFs in order to exclude counterparty risks.