Allocation Solutions

Our allocation solutions diversify your portfolio globally across all traditional asset classes. They form the ideal diversified, liquid and transparent core of your investment portfolio. We build all of our portfolios on cost efficient exchange traded funds (ETF), and our allocations solutions never include our own products. This ensures we always share our customers’ interests.


ALLOCATION SOLUTIONS

Fund Latest price Latest price, date YTD return % 1-Yr return % 3-Yr return % 5-Yr return %
Taaleri Allocation 25 A 121.78 16.01.2017 0.21 9.17 5.12
Taaleri Allocation 50 A 136.13 17.01.2017 -0.10 12.19 6.19
Taaleri Allocation 100 A 137.74 16.01.2017 0.82 19.72 6.88
Taaleri Optimal Allocation A 130.85 16.01.2017 0.74 18.03 6.71 7.41
Taaleri Cautious Owner Fund 108.57 16.01.2017 0.74
Taaleri Moderate Owner Fund 113.22 16.01.2017 1.67
Taaleri Courageous Owner Fund 115.78 16.01.2017 2.86