With Banque de Luxembourg, you’re opting for the attentive Bank.
Entrusting us with the management of your assets means you can benefit from a proven and responsible investment strategy. And it also means you are freed from the constraints of managing your portfolio on a daily basis. This allows you to make your plans with confidence and peace of mind.
Balanced profile (1)
Growth profile (2)
|1 year (2017)||4.7 %||11.5 %|
|5 years (2013 to 2017)||5.3 %||10 %|
|15 years (2003 to 2017)||4.9 % *||7.4 %|
(1) “Balanced” investment profile: This strategy is designed to achieve moderate growth for the portfolio, while accepting a degree of fluctuation in value. It aims to achieve a higher return than that available on the bond market, with much lower volatility than an investment exclusively in equities.
(2) “Growth” investment profile: This strategy is designed to give the portfolio full exposure to market growth, while accepting significant and abrupt fluctuations in value. It focuses on capital appreciation over the long term.
* Annualised net performance over 15 years (2003-20017) of the balanced profile of our portfolio management mandate, which aims to outperform the bond market with a lower level of volatility than that offered by equities, while accepting certain fluctuations in value. Past performance is no guarantee of future returns. Past performance is not a reliable indicator of future performance. Any investment involves risks, including loss of capital.
+4.9%* net per year over 15 years
We regularly receive awards from international rating agencies and the specialist financial press for the quality of our management.
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