Schoellerbank StarRating

Which investments make into your portfolio? The answer comes from our star rating system. We assess each investment through a strict selection process. The better the investment, the more stars it has.

The Stars Bode Well for Your Assets

Stocks, bonds and funds - we thoroughly check each one of them and then assign a star rating. We look at an investment holistically and are not dazzled by one-time good returns. Our star rating system immediately shows how we assess the quality of an investment.

Mandatory criteria when selecting stocks include, for example, defendable competitive advantages and a solid balance sheet; in bond selection, we focus on bonds with a "single A" rating as a minimum and look very closely at the bond's features.

The star rating system is based on six quality criteria; therefore, six stars are possible. At least four stars are required for an investment to make it into our asset management. Investments with six stars are considered top investments.

Do have any questions? Just click on the red contact button to the right or send an e-mail to We will gladly assist you.

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Schoellerbank_EquityRating.pdf 303 KB