For investors rich in intellect
Our approach reflects the investment philosophy of the best family offices.
The Smart Money allocation
How large fortunes invest
Family offices that manage the wealth of very affluent families construct their portfolio differently from private investors. In addition to the capital market, they invest in private equity, venture capital and other unlisted assets. For short-term investments they prefer the money market and bonds rather than overnight and fixed-term deposits. With ZUWAX, this portfolio allocation is now open to you as well.
The Smart Money principles
The best family offices follow clear investment principles, which we consistently observe:
Strategic
Because allocating an investment across the optimal mix of asset classes is the greatest lever for long-term success, it is the priority for smart-money investors such as family offices.
Diversified
Professional diversification goes beyond the MSCI World Index and arbitrary spreading. Smart Money diversifies systematically, supported by sophisticated capital-market models.
Risk-controlled
For Smart Money, risk management does not mean avoiding price fluctuations at all costs. Rather, it is about weighing risks against opportunities and monitoring them continuously.
Cost-conscious
Over the long term, costs have a material influence on success. Smart Money negotiates intensively and invests in special securities that are accessible only to large investors.
Independent
Conflicts of interest reduce returns. That is why Smart Money relies on independent experts with many years of experience in individual asset classes.
The Smart Money advantage
Better than the market
Most private investors do not succeed in beating the return of the broad market. Over the past twenty years, Smart Money has achieved markedly better results with a cost-efficient, unemotional and diversified investment approach.
Excess return through consistent implementation: through a consistent strategy, low fees and the avoidance of behavioural errors. Excess return through broad diversification: through risk management and investments in illiquid asset classes such as private equity, venture capital and private real estate.
ZUWAX invests with the philosophy of the best family offices
Smart Money Essentials
Learn more about our investment philosophy and the secret of Smart Money investors.
