Interest rates are rising, and banks are advertising their call money accounts again. In view of an inflation rate of more than six percent, these are still destroyers of purchasing power. “If you want to compensate for the loss of purchasing power, you can hardly avoid equity investments”, says Swen Köster, Head of Sales, Asset Management Solutions “The half-year balance of the Moventum portfolios shows that even defensive products have performed better than reputable overnight money offers.”

After the times of zero and negative interest rates, 3.6 percent on call money sounds like a relief and a real opportunity to park money. “But very few investors take into account that during the negative interest rate phase the inflation rate was only around two percent”, says Köster. “Today it is seven per cent.” So instead of a real interest rate of minus 2.0 to minus 2.5 percent, investors today accept a minus of three or more percent.

The Moventum portfolios show results that are significantly above the overnight interest rates. The results range from 3.88 percent for the Defensive portfolio to 10.63 percent for the international Growth portfolio. “And this at the half-year, while the overnight interest rates are per year and often only apply to promotional periods”, says Köster.

However, it is not only in view of the current good development on the markets that equity investments are the better alternative. In the Moventum portfolios managed since 2003, the average annual returns range from 3.45 percent in the defensive portfolio to 7.37 percent in the offensive portfolio. The private wealth portfolio is a special case, with returns since the beginning of the year at 2.45 percent. “Here, the focus is not on the return, but on the lowest possible volatility with positive performance at the same time”, says Köster. “With a volatility of 4.19 per cent, this has again been achieved very well.”

“So, anyone who wants to compensate for the loss of purchasing power due to inflation still cannot avoid the capital markets”, says Köster. “And those who rely on mixed portfolios significantly reduce the risk.”

Additional information is available at www.moventum.lu

This text is for information purposes only. Moventum makes every reasonable effort – with due care customary in the industry – to ensure the reliability of the information in this document but does not guarantee that the information is up-to-date and complete. Past performance is no guarantee of future success.

Über Moventum S.C.A

As an independent financial service partner, Moventum S.C.A. has been providing a home for financial service providers such as advisors and asset managers as well as institutional clients from all over the world for more than 20 years. The digital “MoventumOffice” platform offers access to more than 10,000 funds, ETFs and other securities. In addition, it allows financial advisors to open securities accounts for their clients, to place trading orders and to use analysis, reporting and support tools. Institutional clients are able to outsource their entire fund trading with complementary services to Moventum as part of collective or individual custody account management. A variety of fund services are assumed for asset managers, ranging from registrar and transfer agent services to fund accounting, company administration and domiciliation services.

Moventum Asset Management S.A. (Moventum AM) is a wholly owned subsidiary of Moventum S.C.A. Since 2019 Moventum AM manages Moventum’s own funds of funds and individual mandates as part of its asset management portfolios.

Firmenkontakt und Herausgeber der Meldung:

Moventum S.C.A
12, rue Eugène Ruppert
L2453 Luxembourg
Telefon: +352 (26154) 200
http://www.moventum.lu

Ansprechpartner:
Bodo Scheffels
news & numbers GmbH
Telefon: +49 (178) 4980733
E-Mail: bodo.scheffels@news-and-numbers.de
Für die oben stehende Pressemitteilung ist allein der jeweils angegebene Herausgeber (siehe Firmenkontakt oben) verantwortlich. Dieser ist in der Regel auch Urheber des Pressetextes, sowie der angehängten Bild-, Ton-, Video-, Medien- und Informationsmaterialien. Die United News Network GmbH übernimmt keine Haftung für die Korrektheit oder Vollständigkeit der dargestellten Meldung. Auch bei Übertragungsfehlern oder anderen Störungen haftet sie nur im Fall von Vorsatz oder grober Fahrlässigkeit. Die Nutzung von hier archivierten Informationen zur Eigeninformation und redaktionellen Weiterverarbeitung ist in der Regel kostenfrei. Bitte klären Sie vor einer Weiterverwendung urheberrechtliche Fragen mit dem angegebenen Herausgeber. Eine systematische Speicherung dieser Daten sowie die Verwendung auch von Teilen dieses Datenbankwerks sind nur mit schriftlicher Genehmigung durch die United News Network GmbH gestattet.

counterpixel