Inyova, as your asset manager, takes care of diversification for you.
In order to spread your chances of success as widely as possible, we therefore distribute your assets in the equity section across large and small companies as well as different countries, sectors, and currencies. This means that you are less exposed to risks that affect individual assets or markets. At the same time, this ensures that your portfolio develops in line with the overall market.
For this purpose, your investment amount is evenly distributed among 30 to 40 companies in the equity part. Thus, each company forms about 2 - 3 % of your portfolio.
Depending on your risk profile, you invest not only in shares but also in green bonds in your portfolio. The fact that you have an additional type of investment in your portfolio creates additional diversification.
We constantly monitor the weighting of the various positions for you and carry out regular rebalancing to restore the initial balance of your strategy.
In addition, we adjust your portfolio composition occasionally if risk, security, or sustainability parameters can no longer be met by individual companies. This means that certain companies can be added or removed from your portfolio. We will, of course, inform you about any changes we make to your portfolio composition.