WM Investment Policy2017-05-18T10:48:48+00:00

Investment Policy


The objective of the investment policy is to generate an average return through an adequate, situation dependent mix of equities and bonds that in the long-term lies 2% above the rate of inflation.

The investment risk and volatility are minimized by diversifying across countries, currencies and industries.

We mainly invest in equities of large, liquid and worldwide operating companies.

Certificates and other derivatives are not considered as investments.