The Currency Savings Plan.
One system – many advantages. We have combined the best of 2 worlds for you. The clear tax benefits of closed-end investments with the security and flexibility of open-ended funds. Get to know our unique participation concept.
Our services and investments have been given top marks by independent institutes:
Structure of the target investment.
In the new investment world of AIFM-compliant investments, a simple equation basically applies: choice plus choice equals diversity. For our active fund management. But above all for our investors. Because our finely composed income portfolio now offers the possibility of a target investment in over 30 excellent equity funds. 90 percent of the investment is considered and made broadly in these stocks.
A broad diversification that brings a good portion of security to the investment. Just like the 10 percent investment in physical gold and interest-bearing portfolios. The bottom line is that our OptiMix Currency Portfolio is based on a security-focused strategy that will always give you a good night’s sleep due to the built-in security tools.
90% income portfolio from funds
10% physical precious metal investment & interest-bearing portfolios
Master data of the target investment.
| category | Closed Participation |
| offer in | Federal Republic of Germany |
| fund | Optimix-Currency |
| currency | EUR |
| Minimum Subscription Amount | 5.000 EUR |
| Use of Income | accumulating |
| investment opportunity | One-time investment, investment plan, withdrawal plan |
| minimum term | Up to the end of the seventh year of participation |
| notice period | 6 months |
Cost of target investment.
✔ Fee: Individual
✔ Premium (one-off): 5%
✔ Running costs: 1.71%
performance metrics.
| Period | accumulated | p.a. |
| 3 months | -8,13% | – |
| Present year | -5,90% | – |
| 3 years | -1,27% | – |
| 5 years | 2,13% | – |
| from 01.01.2009 until today | 139,36% | 7,96% |
* Information on previous performance (backtesting) is always based on the past and is not a reliable indicator for the future, so that future conclusions cannot be drawn from this.
With the interest rate target calculator, you can calculate how your investment will pay off in the future.
Typical bank and insurance savings brings
With Society Finance
Higher pre-tax maturity benefit
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What our customers say
„It was very important to me to make a sustainable investment. Mr. Zöhrlaut explained his global portfolio strategy to me and I was immediately on board after many failures at banks. He also explained to me that I’m not only doing something good for the environment and people, but will also be rewarded with the highest level of security on the market.“
„I’m happy with Sociium Finance and feel that I’m in the best of hands. At the end of 2016, I approached Mr. Zöhrlaut about a recommendation. He informed me about infrastructure investments. My account statements don’t lie! I’ve been receiving punctual monthly payments since the first month. Every year that’s after 11% after taxes!“
„I am a physiotherapist and in my regular restaurant I got into conversation with a patient with Markus Zöhrlaut about finances. After I looked at his website, I became a customer after a detailed consultation in July 2014. He still sticks to what he says today promised.“
Markus Zöhrlaut, Managing Director.
„If you expect a transparent consulting service that is geared towards your financial goals in the long term and is not based on the incalculable, high-cost brokerage of products, then Sociium Finance’s fee-based consulting service is right for you.“
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