Investment funds
Participate from € 250.000
- Excellent returns
- Choose the appropriate risk profile and we invest for you
- No bank account needed
Investing efficiently
With a minimum initial investment of € 250,000 you get access to our proven investment strategy through the Laaken investment funds. Depending on your own risk appetite and financial situation we offer three different risk profiles of your choice. The funds follow exactly the composition of the Laaken Model portfolios.
The Laaken investment funds are cost-efficient since they are VAT-exempt and bear lower transactions costs than smaller individual accounts. Since 2007, our portfolios have achieved significant higher returns than the market. Would you like to know how? Request our brochure.
Hoe does it work?
Become a fund investor in just three steps. We remain at your disposal for any questions.
Personal meeting
We would like to get in touch to better understand your personal situation and further elaborate our investment fund proposal. You only have to choose the appropriate risk profile and we will do the rest.
Choice of risk profile
After your choice of an appropriate risk profile, we will finalize the registration and you will be fully invested from the start of the next month. Your investment is pooled in the fund's account and hence you do not need to open a new bank account.
Investing your wealth
Depending on the risk profile of your choice, we will invest your capital using our active investment strategy. You no longer have to worry about it. We will keep you informed through our monthly reporting in your own online client portal.
Excellent returns since 2007
At Laaken we achieve a significantly better return than the market since 2007. This result makes Laaken one of the best performing wealth managers in the Netherlands.
The Defensive risk profile invests ~35% in equities and ~65% in fixed income. This model portfolio forms the basis of both the Laaken Defensive Fund and the private accounts with a defensive strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 168.1%. During the same period, the market made a cumulative return of 111.1%. This means that Laaken has achieved an outperformance of 57.1%. The average gross return per year was 5.6% versus the benchmark of 4.2%.
The Balanced risk profile invests ~60% in equities and ~40% in fixed income. This model portfolio forms the basis of both the Laaken Balanced Fund and the private accounts with a balanced strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 294.7%. During the same period, the market made a cumulative return of 176.5%. This means that Laaken has achieved an outperformance of 118.1%. The average gross return per year was 7.8% versus the benchmark of 5.7%.
The Offensive risk profile invests ~90% in equities and ~10% in fixed income. This model portfolio forms the basis of both the Laaken Offensive Fund and the private accounts with an offensive strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 389.0%. During the same period, the market made a cumulative return of 275.4%. This means that Laaken has achieved an outperformance of 113.6%. The average gross return per year was 9.1% versus the benchmark of 7.5%.
The Equity risk profile invests ~100% in equities. This model portfolio forms the basis of the private accounts with an equity strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 487.6%. During the same period, the market made a cumulative return of 334.4%. This means that Laaken has achieved an outperformance of 153.2%. The average gross return per year was 10.2% versus the benchmark of 8.4%.
Risks
Investing involves risks such as markt risk, price risk, credit risk, interest rate risk and currency risk. You may lose the principal. The value of your investments depends on developments in the financial markets. Past performance is no guarantee for future results.
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 3 years |
| Exptected gross return per year | 5.0% |
| Achieved gross return per year | 5.6% |
| Standard deviation (36 months) | 8.0% |
| Price loss during financial crisis of 2008 | -10.4% |
| Outperformance vs. benchmark | 57.1% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 35% | 5 - 50% |
| - Listed equities | 30% | 5 - 55% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 65% | 50 - 95% |
| - Bonds | 55% | 30 - 80% |
| - Cash | 10% | 0 - 55% |
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 5 years |
| Exptected gross return per year | 6.0% |
| Achieved gross return per year | 7.8% |
| Standard deviation (36 months) | 11.1% |
| Price loss during financial crisis of 2008 | -23.6% |
| Outperformance vs. benchmark | 118.1% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 60% | 20 - 75% |
| - Listed equities | 55% | 20 - 75% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 40% | 25 - 80% |
| - Bonds | 35% | 20 - 60% |
| - Cash | 5% | 0 - 55% |
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 7 years |
| Exptected gross return per year | 7.5% |
| Achieved gross return per year | 9.1% |
| Standard deviation (36 months) | 15.0% |
| Price loss during financial crisis of 2008 | -31.8% |
| Outperformance vs. benchmark | 113.6% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 90% | 70 - 100% |
| - Listed equities | 85% | 70 - 100% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 10% | 0 - 30% |
| - Bonds | 10% | 0 - 30% |
| - Cash | 0% | 0 - 30% |
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 9 years |
| Exptected gross return per year | 8.0% |
| Achieved gross return per year | 10.2% |
| Standard deviation (36 months) | 17.3% |
| Price loss during financial crisis of 2008 | -44.6% |
| Outperformance vs. benchmark | 153.2% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 100% | 70 - 100% |
| - Listed equities | 100% | 70 - 100% |
| - Precious metals | 0% | 0 - 5% |
| Fixed income | 0% | 0 - 30% |
| - Bonds | 0% | 0 - 30% |
| - Cash | 0% | 0 - 30% |
Costs
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.
Make an accurate cost estimate with our calculation tool.
Sustainability
Laaken applies Environmental, Social and Governance (ESG) criteria in its investment policy, but our portfolios do not have sustainable investment objectives. The primary goal is to achieve good returns for our clients.
In addition to incorporating ESG factors and risks into our investment policy, Laaken is a signatory of the UN Principles for Responsible Investments, and we follow an exclusion list of very harmful investments.
The result is that our portfolios have a relatively small footprint compared to the market.
