C&S DFS Performance Plus

Goal

The main objective of this Asset Management Strategy is to achieve long-term value increase with an investment horizon of 10 years or longer. In order to achieve this, the asset management investment policy is to allocate its funds to investment funds where it participates in the performance of liquid selected securities securities and/or fund units of alternative investment funds, investment funds or ETFs. 

Investment Strategy

The portfolio positions indirect investments selecting AIF, ETF and or UCITS target funds, with a great liquidity and diversified profile. The shape of the portfolio is to find an optimal mix of returns from small and mediam cap companies, real estate as well as yield based income investments. 

Portfolio Profile

The active management of the positions in the portfolio and the actively managed target investments are selected based on know-how of the manager and the advisors and identifies target investments in attractive countries, sectors and individual securities. The strategy is not linked to any benchmark and focuses on absolute returns.

Liquidity Management

Taking the investment policy into account as set out in the investment objective, the liquidity profile is determined to be highly liquid. It is driven by the terms of the assets and obligations of the underlying structure. The liquidity is then projected and estimated for the individual investment instruments and their share in the portfolio. 

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Links to Documentations

Parties involved

Deutsche Finance Group

is an international investment company and offers investors investors access to institutional markets and exclusive investments in the areas of private equity
private equity real estate, real estate and infrastructure. DEUTSCHE FINANCE GROUP manages 11.7 billion euros in assets under management.

Liechtenstein Life

(short for Liechtenstein Life Assurance AG) is a life insurance company founded in Vaduz in 2008. Liechtenstein Life offers unit-linked pension insurance and life insurance in the German, Swiss, Italian and Liechtenstein markets - via distribution partners and digital platforms.