People-like-me

Follow our investors, and see our investment strategy and portfolios in action

Our investors are People like you. They want to save money for a larger investments, retirement or their children and are looking for ways to achieve their goals. They have taken a bit of time, identified their risk-profile, defined their investment horizon and goals as well as realistic investment amounts which they can put aside regularly into their savings plan.

Here, we show you four people in the middle of their lives, that have set themselves achievable goals and started investing regularly into our benchmark portfolios under a dynamic life-cycle investment plan a while ago. You can see how their investments have done and follow if they are on track to reach their goals.

Excited? Then have a look at People-like-me.

Sophia is 33 years young and has been working for an automotive supplier for 10 years now. She started investing once she finished university and began working to lay the foundations for her future wealth. Therefore, she started with a lump sum of 15,000€ from her parents and regularly adds 250€ per months to her investment plan. link

Jacob is 45 and a self-employed IT consultant living with his wife and two children in his private home. He has kept working hard for the past years and built a comfortable financial buffer. He started investing 5 years ago to lay the foundations for his retirement life. He started with an initial lump sum of 150,000€ and adds 750€ per month. link

Emma is 48 and had children early in live. Nevertheless, she put a lot of effort in building up her own career. Work and live balance hasn't been that easy, but she was always aware of establishing her private retirement provision. Now that her children have moved out, she wants to invest her savings intelligently. 5 years ago she inherited 100,000€ and started her investment plan, into which she now regularly invests 500€ monthly. link

William is 65 and retired. He has run his own company and his own retirement is safe and comfortable. He started investing for his two grandchildren 10 years ago, support their university education once they have finished school. He has put some money aside and started with 50,000€ and further adds a regular monthly payment of €500. link

It is not that difficult to invest in simple and transparent way to reach your goals. Follow our People-like-me and see how they have done and kept on track throughout their investment journey. It's illustrative and instructive and you can learn how to become a better investor and reach your own financial goals: Simple, transparent and goal-based.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. We do not provide financial planning services to individual investors. There is no guarantee that the intended goal will be reached. Changes to inputs and other assumptions may affect your potential to reach the intended goal. For Illustrative purposes only. Not representative of any specific investment or account. Diversification and re-balancing strategies do not ensure a profit and do not protect against losses in declining markets. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.