Similar to investors who use capital income to make a living, endowment funds are dependent on regular cash flows.
(Photo: imago/Ikon Images)
Frankfurt The year 2022 brought huge problems with severe slumps in the stock and bond markets, but also brought new opportunities. This is particularly evident in the case of endowment funds, as revealed by a new study by the consulting company Fonds Consult, which is available to the Handelsblatt.
Special requirements are placed on these funds: on the one hand, their customers are risk-averse, on the other hand, the foundations expect stable, regular income from them, with which they can support their projects. The currently highly volatile market environment therefore poses particular challenges for the funds.
Although primarily aimed at foundation clients, most are also available to individual investors – and can be an alternative for long-term oriented and security-minded individual investors. Fonds Consult identified two winners in its study.
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