Risks and returns

An investment portfolio’s risk profile is an indicator of investment risks and expected returns. Read more about risks and returns at Fair Capital Partners asset management.

Fair Capital Partners Asset Management
Our risk profiles

We will work with you to establish a risk profile for your portfolio. The profile is an indicator of the returns you are looking to achieve and of the risks you are willing to face when investing. We manage your investment portfolio based on this risk profile.

Fair Capital Partners asset management works with seven risk profiles. High levels of risk are associated with high potential returns, low risk levels with lower returns. When risk levels are high the likelihood of extreme – upward and downward – movements in the value of your portfolio are also higher.

Profiel
Returns*
2020**3 year
(2016-2019)
5 year
(2014-2019)
10 year
(2009-2019)
More information
Very
Offensive
8,00%
7,40%6,00%10,50%More information (pdf)
Offensive
6,30%
5,10%4,50%8,40%More information (pdf)
Neutral
Offensive
5,70%
4,50%4,10%7,60%More information (pdf)
Neutral
4,60%
3,80%
3,50%6,70%More information (pdf)
Neutral
Defensive
3,20%
2,40%2,40%4,90%More information (pdf)
Defensive
2,30%
1,50%1,50%
3,80%
More information (pdf)
Very
Defensive
0,20%
-0,40%0,20%1,10%More information (pdf)

** Until september 30th 2020
* The returns shown are average returns per year before deduction of fees.

The fees depend on the amount you invest. Past performance is no guarantee of future results. Read more about the risks of investing.

Source: Fair Capital Partners vermogensbeheer september 2020

Do you have questions or would you like to speak to us in person? We would be delighted to speak to you.

Contact with
Fair Capital Partners
Asset Management