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ABN AMRO

Your investments as a source of income

Comfort Invest Mandate

Comfort Invest Mandate

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  • Dividends as an additional source of income
  • Core-satellite approach
  • Optimised spread

A portfolio invested in a fund of funds consisting of a passive core, supplemented by actively managed funds focused on income.

Mandate characteristics:

The Comfort Invest Mandate focuses on investment funds that target investments with high dividends and exchange-traded funds (ETFs). ETFs are investment instruments that track the elements of an index in the same proportions and at a low cost. Any amounts paid out are spread over the year.
ABN AMRO

Portfolio management and sustainability

Themes such as climate change, circular economy, human rights and social entrepreneurship play an increasingly important role in our society. As a financial institution, we are aware of our responsibility in this regard. Our experts invest for you in companies that lead the way in finding and maintaining the balance between people, the environment and society. For you and for future generations.

More information and conditions

What the mandate comprises

A broadly diversified portfolio consisting mainly of investment funds from around the world as selected by our Portfolio Managers.

  • Shares
    The equity funds and ETFs invest in a region or focus on a certain type of company. In the case of this mandate, these are companies that pay high dividends.
  • Bond s
    Bond trackers may be chosen for part of the portfolio due to their relatively low risk and broad diversification. In addition, the portfolio may include funds that focus on certain types of bond, such as high-yield bonds or bonds that offer relatively low risk. Bonds with different credit ratings and different maturities are used here.
  • Other investments
    Alternative investments often react differently to market developments than shares and bonds, and that's why our Portfolio Managers have the option of including them in your portfolio.
  • Liquid assets
    The Portfolio Managers may also hold some of your assets in cash.
Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on how your mandate is handling the sustainability risks.

Precontractual information on sustainability - Comfort Invest Mandate

More information and conditions

What the mandate comprises
Sustainable Financial Disclosure

What the mandate comprises

A broadly diversified portfolio consisting mainly of investment funds from around the world as selected by our Portfolio Managers.

  • Shares
    The equity funds and ETFs invest in a region or focus on a certain type of company. In the case of this mandate, these are companies that pay high dividends.
  • Bond s
    Bond trackers may be chosen for part of the portfolio due to their relatively low risk and broad diversification. In addition, the portfolio may include funds that focus on certain types of bond, such as high-yield bonds or bonds that offer relatively low risk. Bonds with different credit ratings and different maturities are used here.
  • Other investments
    Alternative investments often react differently to market developments than shares and bonds, and that's why our Portfolio Managers have the option of including them in your portfolio.
  • Liquid assets
    The Portfolio Managers may also hold some of your assets in cash.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on how your mandate is handling the sustainability risks.

Precontractual information on sustainability - Comfort Invest Mandate