Investment funds

Participants in our investment funds benefit from optimal portfolio and risk diversification, lower transaction costs and VAT exemption. Additionally, the Laaken funds offer more investment opportunities in bonds, to which access is often restricted with high minimum denominations. The funds invest directly in a selection of individual shares and bonds. This is an execution only service with a minimum investment requirement of €250,000 and monthly entry and exit.

Investment policy

Core to the philosophy of Laaken is setting up risk and cost efficient investment portfolios. We invest directly in a selection of individual shares and bonds with a long-term horizon. Laaken has a profound understanding and a good reason to invest in each of the constituents in your portfolio.

Read more about our investment strategy

Our investment funds

Defensive EUR Balanced EUR Defensive USD
Portfolio characteristics
Investment horizon
Minimum 5 years
Entry and exit frequency
Monthly
Minimum investment
€ 250,000
Expected gross return per year
5.0%
Realised net return per year
8.4%
Standard deviation (36 months)
10.9%
Allocation per asset class
Neutral
Bandwidth
Equities
Neutral: 60%
Bandwidth: 20 - 75%
- Global shares
Neutral: 55%
Bandwidth: 20 - 75%
- Precious metals
Neutral: 5%
Bandwidth: 0 - 10%
Fixed income
Neutral: 40%
Bandwidth: 25 - 80%
- Bonds
Neutral: 35%
Bandwidth: 20 - 60%
- Cash
Neutral: 5%
Bandwidth: 0 - 50%

Reporting

You will receive detailed monthly reporting on the performance and valuation of your assets. If you would like to get in touch with your portfolio manager, we remain at your disposal to answer any of your questions. At all times, by phone, email or in person.

Contact us

Fees

Laaken charges a management fee of 1% per year. The funds are exempt from VAT. In addition, the custody bank charges service and transaction costs to the fund. Laaken pays all other costs such as depositary and accountancy costs.

Management fee
1,00%
VAT - exempt
0,00%
Custody bank costs
0,18%
Potential external fund costs
0,01%
Would you like more insight in your total costs?

Make an accurate cost estimate with our calculation tool.

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Documents