Shelter Wealth Solutions

ShelteR Planner

Our in-house expertise for all

ShelteR Planner assists investors seeking a straightforward actively or passively managed investment solution within an existing framework. ShelteR manages your portfolio by allocating between some existing UCITS funds. These are often fund of funds that invest in a wide range of best-in-class third party fund managers.

ShelteR Architect

Our specialist solution

ShelteR Architect targets investors seeking a more specialist solution. ShelteR has built expertise in many asset classes and works together with specialized investment boutiques. Whether, you are interested in smart existing portfolios of listed real estate, alternative UCITS or sustainable stocks, ShelteR offers investors the possibility to invest in its existing specialist portfolios.

ShelteR Engineer

Our tailor-made offer

ShelteR Engineer is for investors seeking a tailored solution. Such portfolio will be designed specifically for these investors.

Annualized Performance
Cumulative Performance

ShelteR Planner

1 year
3 years
5 years
1 year
3 years
5 years

Start Date

29/06/2018
30/06/2016
30/06/2014
29/06/2018
30/06/2016
30/06/2014

End Date

28/06/2019
28/06/2019
28/06/2019
28/06/2019
28/06/2019
28/06/2019

ShelteR Planner Defensive

3.7%
3.4%
4.0%
3.7%
10.7%
21.4%

Benchmark Defensive

1.8%
2.0%
2.4%
1.8%
6.2%
12.5%

ShelteR Planner Balanced

4.7%
4.3%
5.0%
4.7%
13.5%
27.8%

Benchmark Balanced

2.0%
4.5%
4.5%
2.0%
14.1%
24.6%

ShelteR Planner Dynamic

6.6%
9.3%
8.7%
6.6%
30.4%
51.5%

Benchmark Dynamic

3.0%
6.4%
5.9%
3.0%
20.6%
33.5%

 

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.