Fund Concept


From 2009 onward, the applied withholding tax in Germany puts investors in individual securities at a disadvantage to mutual fund investors. To prevent our clients from being placed in this less favourable position, we launched the RIV Rationalinvest Vermögensverwalterfonds (WKN: A0MVZQ) on 9 June 2009 and the RIV Aktieninvest Global (WKN: A0YFQ7) on 28 December 2009 together with the investment management company Universal-Investment-Gesellschaft mbH. As of 1 September 2016 R.I. Vermögensbetreuung AG has assumed the overall responsibility for these investment funds in its function as investment management company. On 1 October 2018, the third fund managed by R.I. Vermögensbetreuung AG, called RIV Zusatzversorgung (WKN: A2JJ1J), was launched.

RIV Rationalinvest VVF

RIV Rationalinvest VVF

As an international mixed asset fund with fo­cus on equity in­vest­ments, the fund pur­sues the long­stan­ding and success­ful in­vest­ment po­li­cy of our wealth ma­na­ge­ment in a mu­tu­al fund set­ting that is pub­li­cly pur­cha­sa­ble.

RIV Aktieninvest Global

RIV Aktieninvest Global

This international equity fund pri­ma­ri­ly in­vests in com­pa­nies with me­di­um or small market ca­pi­ta­li­za­tion. The fund aims to ge­ne­rate an attrac­tive per­for­mance and ser­ves as additional di­ver­si­fi­ca­tion for our clients’ existing port­fo­li­os.

RIV Zusatzversorgung

RIV Zusatzversorgung

RIV Zusatzversorgung is an international equity fund which independently of the respective investment results makes a yearly distribution that is adjusted to the change in the German consumer price index.