Portfolio Moderate Real Estate
The Moderated portfolio ‘Real estate’ offers you flexibility; according to the situation on the stock market, it may invest up to 75% in shares. About 20% of this portfolio is invested in office, residential, public and industrial real estate.
By selecting this portfolio, you choose serenity: this portfolio offers the right balance between capital preservation and stable returns over time.
You prefer a long-term investment horizon (over 5 years).
For 1 000 €
invested on 10 years
Expected gains
Amount calculated on the basis of our portfolio simulations. You will have at least a 50% chance of reaching this value.
Maximum lost
Amount computed on the basis of our portfolio simulations. You will have at least a 95% chance of reaching a higher value.
Savings account
Presumption based on an annual net rate of return of 0.11%
Why choosing this portfolio ?
You are investing in :
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20% of the portfolio will be invested in real estate -
The investments will be evenly spread across shares and bonds, in proportions that will depend upon the situation on the markets
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So, if you invest 1000 euros, you may be 99% sure that you will not lose more than 300 euros
Portfolio details
By choosing this portfolio ...
You are investing in :
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Real estate
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Technology
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Manufacturing
I want to read the fine print in the portfolios Moderate Real Estate
We also propose the following portfolios
Birdee is recognized by the following supervisory authorities :
Ref. : P00000464
Ref. : 2017CM001
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