SHELTER WEALTH MANAGEMENT

Our balanced solution gained a return of 28% as of 28/06/2019 over the past 5 years!

The above information is not a confirmation of a transaction and does not include investment advice. The period for calculating the result runs from 30/06/2014 until 28/06/2019. The result shows a cumulative return of the passive ShelteR Planner solution. The weighting of the funds in the portfolio has been rebalanced each month in line with the predetermined values. This result is purely for illustration purposes and should under no circumstances be seen as an actual return that has been realized with one of the portfolios. The result refers to historical and/or simulated results and is not a reliable indication of future returns. The result was calculated after deduction of a management fee of 0.50% and is before tax. Access to the products and services offered may be restricted regarding certain persons and/or countries. Tax treatment depends on the individual situation of each investor.

UCITS AND OTHER FUNDS FOR CLIENTS

WE HAVE SET-UP SEVERAL UCITS AND NON-UCITS FUNDS FOR CLIENTS.

Our Opinion

Interested to read our latest market and macroeconomic research?

Wealth Management

As an investor, you look for a tailored investment portfolio, aligned with your investment objectives. ShelteR offers discretionary investment management solutions that correspond to your personal investment goals.

UCITS and other funds

We setup open-end fund solutions on behalf of clients where we manage assets for you. Such solutions aim to offer investors income and capital gains and can be UCITS compliant to offer a maximum of investor protection.

Platform Solutions

You are a manager or a financial advisor looking to launch your own fund or strategy? ShelteR offers the possibility to launch your dedicated fund or umbrella via its management company.

Markets can be surprising. Therefore, it is important to keep you updated about your investments and the overall market environment.

ShelteR aims to inform its clients on a regular basis. Our experienced investment team produces a quarterly newsletter with our macroeconomic view on several markets.