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ABN AMRO

Individual shares and bonds

Classic Mandate

Classic Mandate

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  • Investment in individual businesses
  • Globally reputable companies
  • Long-term approach

A portfolio of well-known and high-quality individual shares and bonds in addition to investment funds.

Mandate characteristics: 

The Classic Mandate invests in large and reputable companies. The Portfolio Managers invest most of your assets in individual shares and/or individual bonds, while investments may also be made in investment funds. Under this mandate, you therefore opt for a broadly diversified portfolio.

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

  • Shares 
    The Classic Mandate's portfolio includes the shares of 35 to 50 large, well-known companies worldwide. We select these shares based on a model that considers the valuation, quality, earnings momentum and 'insider' actions to be the most important indicators. We then fine-tune the portfolio to end up with the optimum selection of shares in terms of risk and return. The Portfolio Managers can also opt for investment funds that invest in high-potential themes or regions.
  • Bonds
    For a bond, the most important criterion is a good balance between risk and return, and that's why our Portfolio Managers prefer bonds with a high credit rating. Spreading risk is also an important consideration. Under this mandate, we invest in government bonds and corporate bonds with different maturities. These may be supplemented by bond funds from other categories, such as emerging markets. The selected bonds are listed in euros.
  • Other investments 
    Commodities may also form part of your portfolio. Alternative investments often react differently to market developments than shares and bonds, meaning these investments reduce the risk in your investment portfolio.
  • Liquid assets
    Finally, the Portfolio Managers may 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 the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.

More information and conditions

What the mandate comprises
Sustainable Financial Disclosure

What the mandate comprises

  • Shares 
    The Classic Mandate's portfolio includes the shares of 35 to 50 large, well-known companies worldwide. We select these shares based on a model that considers the valuation, quality, earnings momentum and 'insider' actions to be the most important indicators. We then fine-tune the portfolio to end up with the optimum selection of shares in terms of risk and return. The Portfolio Managers can also opt for investment funds that invest in high-potential themes or regions.
  • Bonds
    For a bond, the most important criterion is a good balance between risk and return, and that's why our Portfolio Managers prefer bonds with a high credit rating. Spreading risk is also an important consideration. Under this mandate, we invest in government bonds and corporate bonds with different maturities. These may be supplemented by bond funds from other categories, such as emerging markets. The selected bonds are listed in euros.
  • Other investments 
    Commodities may also form part of your portfolio. Alternative investments often react differently to market developments than shares and bonds, meaning these investments reduce the risk in your investment portfolio.
  • Liquid assets
    Finally, the Portfolio Managers may 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 the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.