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Robo-Advisor comparison and test (01/2021)

9
, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News


, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
Up to EUR 9,999 1.00 percent p.a.,
from 10,000 euros 0.80 percent p.a. (including transaction fees, excluding fund and spread fees)

Minimum deposit:
1,000 euros (one-time payment) or
25 euros (savings plan)

Fee for deposit of 50,000 euros:
400 euros p.a.

Performance fee?
No

Full year 2019
OSKAR started in 2019

12 months (rolling)
OSKAR started in 2019

Additional info
CAPITAL awarded OSKAR the highest rating of 5 stars in the current test. OSKAR achieved the highest return of all the top 10 offers in the test. Welt am Sonntag, ntv and ELTERN (for ETF savings for children) also recommend OSKAR.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
Up to 10,000 euros free of charge for one year,
from 10,001 euros 0.48 percent p.a. (excluding transaction, fund and spread fees)

Minimum deposit:
1,000 euros

Fee for deposit of 50,000 euros:
240 euros p.a.

Performance fee?
No

Full year 2020
-0.67 (60/40 portfolio – 60 percent equity stake)

12 months (rolling)
-0.67 (60/40 portfolio – 60 percent equity stake)

Additional info
“Finanztest” named Quirion the test winner in the robo-advisor comparison (08/2018).

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
Up to 50,000 euros 0.68 percent p.a.,
from 50,000 euros 0.38 percent p.a. (excluding transaction, fund and spread fees)

Minimum deposit:
500 euros or
Savings plan from 25 euros

Fee for deposit of 50,000 euros:
195 euros p.a.

Performance fee?
No

Full year 2020
+2.55 percent (grow 50 – 50 percent equity share)

12 months (rolling)
+2.55 percent (grow 50 – 50 percent equity share)

Additional info
DKI and “€ uro am Sonntag” named asset manager Growney the test winner (“Best Robo-Advisor 2019”).

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
0.33 percent p.a. (including transaction fees, excluding fund and spread costs)

Minimum deposit:
500 euros (one-time investment) or
50 euros (savings plan)

Fee for deposit of 50,000 euros:
165 euros p.a.

Performance fee?
No

Full year 2020
+5.07 percent (WI 50 – 50 percent equity component)

12 months (rolling)
+5.07 percent (WI 50 – 50 percent equity component)

Additional info
Stiftung Warentest describes the Raisin Invest offer as a “coherent investment idea”.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
0.75 percent p.a. (including transaction, fund and spread fees)

Minimum deposit:
50 euros (one-time investment or savings plan)

Fee for deposit of 50,000 euros:
375 euros p.a.

Performance fee?
No

Full year 2020
-1.02 percent (portfolio 5 – 50 percent equity component)

12 months (rolling)
-1.02 percent (portfolio 5 – 50 percent equity component)

Additional info
Thanks to intelligent technology, Ginmon optimizes its customers’ taxes.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic charge:
0.75 percent p.a. (including transaction fees, excluding fund and spread fees)

Minimum deposit:
50,000 euros

Fee for deposit of 50,000 euros:
375 euros p.a.

Performance fee?
No

Full year 2020
+3.78 (medium risk profile with 40 percent equity component)

12 months (rolling)
+3.78 percent (medium risk profile with around 40 percent equity component)

Additional info
Zeedin invests in stocks, bonds, gold and risk-adjusted investments (in the form of certificates).

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic charge:
0.55 percent p.a. (excluding transaction, fund and spread fees)

Minimum deposit: 5,000 euros

Fee for deposit of 50,000 euros:
605 euros p.a. (basic fee + product costs)

Performance fee?
No

Full year 2020
+6.12 percent (Risk 5 – 60 percent equity component)

12 months (rolling)
+6.12 percent (Risk 5 – 60 percent equity component)

Additional info
Personal customer service is included for Fidelity customers on request.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
10,000 euros to 100,000 euros 1.4 percent p.a.,
from 100,000 euros 1.1 percent p.a. (including transaction, fund and spread fees)

Minimum deposit:
25,000 euros (one-time investment) or
10,000 euros in connection with a savings plan of at least 100 euros per month

Fee for deposit of 50,000 euros:
700 euros p.a.

Performance fee?
10 percent profit sharing at a new high (high watermark principle)

Full year 2020
+2.67 percent (50 percent equity stake)

12 months (rolling)
+2.67 percent (50 percent equity stake)

Additional info
Solidvest invests in individual stocks and relies on the many years of experience of DJE Kapital when investing.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
0.75 percent p.a. (including transaction fees, excluding fund and spread fees)

Minimum deposit:
10,000 euros

Fee for deposit of 50,000 euros:
450 euros p.a.

Performance fee?
No

Full year 2020
-11.18 percent (Value-at-Risk 20% – 50 percent equity component)

12 months (rolling)
-11.18 percent (Value-at-Risk 20% – 50 percent equity component)

Additional info
Scalable Capital is the market leader among robo-advisors in Germany.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

to the provider

Basic fee / service fee:
0.58 percent p.a. (including transaction and spread fees, excluding fund costs)

Minimum deposit:
500 euros (one-time investment) or
25 euros (savings plan)

Fee for deposit of 50,000 euros:
300 euros p.a.

Performance fee?
No

Full year 2020
+2.62 percent (VestFolio 5 – 45 percent equity stake)

12 months (rolling)
+2.62 percent (VestFolio 5 – 45 percent equity stake)

Additional info
With its “GreenFolios”, VisualVest offers the possibility of sustainable investments. As the first robo advisor in Germany, VisualVest was accepted into the professional association “Forum Sustainable Investments (FNG)”.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic charge:
100 to 24,999 euros 0.99 percent p.a.,
25,000 to 49,999 euros 0.90 percent p.a.,
from 50,000 euros 0.80 percent p.a. (including transaction fees, excluding fund and spread fees)

Minimum deposit:
100 euros (one-time investment, savings plan or a combination of both)

Fee for deposit of 50,000 euros:
400 euros p.a.

Performance fee?
No

Full year 2019
+15.77 percent (balanced – 50 percent equity component)

12 months (rolling)
no current performance data

Additional info
The Targobank robo-advisor is called PIXIT.

—>

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
0.30 percent to 0.90 percent p.a. (including transaction fees, excluding fund and spread fees)

Minimum deposit:
2,500 euros (one-time investment) or
50 euros (savings plan)

Fee for deposit of 50,000 euros:
200 euros p.a.

Performance fee?
No

Full year 2020
+4.51 percent (I want to spread – 45 percent equity share)

12 months (rolling)
+4.51 percent (I want to spread – 45 percent equity share)

Additional info
Fintego combines savings plan and one-off investment particularly well.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
Less than 30,000 euros 0.95 percent p.a.,
from 30,000 euros 0.85 percent p.a.,
from 50,000 euros 0.75 percent p.a.,
from 100,000 euros 0.60 percent p.a.,
from 250,000 euros 0.45 percent p.a.,
from 500,000 euros 0.35 percent p.a. (including transaction costs, excluding fund and spread fees)

Minimum deposit:
5,000 euros

Basic fee for a deposit of 50,000 euros:
375 euros p.a.

Performance fee?
No

Full year 2020
+1.95 percent (balanced – 50 percent equity share)

12 months (rolling)
+1.95 percent (balanced – 50 percent equity share)

Additional info
In the robo-advisor comparison by “Finanztest” (08/2018), Whitebox landed in second place.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic charge:
0.75 percent p.a. (excluding fund fees)

Minimum deposit:
500 euros (one-time investment) or
1 euro (savings plan)

Fee for deposit of 50,000 euros:
a maximum of EUR 475 p.a. (depending on the equity quota)

Performance fee?
No

Full year 2020
+2.41 percent (VaR 15% – 50 percent equity component)

12 months (rolling)
+2.41 percent (VaR 15% – 50 percent equity component)

Additional info
In the robo-advisor comparison by “Finanztest” (08/2018), Robin came in third.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
easy50: 0.98 percent p.a.,
easy30 and 70: 0.96 percent p.a.

Minimum deposit:
100 euros (one-time investment) or
10 euros (savings plan)

Fee for deposit of 50,000 euros:
475 euros p.a.

Performance fee?
No

Full year 2020
+0.65 percent (easy50 – 50 percent equity component)

12 months (rolling)
+0.65 percent (easy50 – 50 percent equity component)

Additional info
Easyfolio is a half-service robo.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
1.18 percent p.a. (excluding transaction, fund and spread fees)

Minimum deposit:
EUR 3,500 plus a EUR 75 savings plan per month

Fee for deposit of 50,000 euros:
642.60 euros p.a.

Performance fee?
No

Full year 2020
+10.41 percent (Vividam sustainable)

12 months (rolling)
+10.41 percent (Vividam sustainable)

Additional info
Vividam invests in equity, bond and mixed funds with a focus on sustainability.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic charge:
1.00 percent p.a.,
from 100,000 euros 0.8 percent p.a. (including transaction fees, excluding product and spread costs)

Minimum deposit:
5,000 euros

Fee for deposit of 50,000 euros:
500 euros p.a.

Performance fee?
No

Full year 2020
+0.57 percent (Core 4 – around 60 percent equity share)

12 months (rolling)
+0.57 percent (Core 4 – around 55 percent equity share)

Additional info
Investify also offers an ethically sustainable offering.

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic fee / service fee:
0.7 percent p.a. (excluding transaction, fund and spread fees) + 12 euros p.a. account management fee

Minimum deposit:
5,000 euros (one-time investment) or
100 euros (savings plan)

Basic fee for a deposit of 50,000 euros:
362 euros p.a.

Performance fee?
No

Full year 2018
-7.33 percent (private bank portfolio balanced – 50 percent equity component)

12 months (rolling)
-11.06 percent (balanced private bank portfolio – 50 percent equity component)

->

, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

Basic charge:
0.70 p.a (including transaction fees, excluding fund and spread fees)

Minimum deposit:
10,000 euros (one-time investment, savings plan or a combination of both)

Fee for deposit of 50,000 euros:
350 euros p.a.

Performance fee?
No

Full year 2020
+2.44 percent (all-weather ETF portfolio – maximum 40 percent stocks)

12 months (rolling)
+2.44 percent (all-weather ETF portfolio – maximum 40 percent stocks)

Additional info
Kapilendo’s robo-advisor only offers the all-weather portfolio with a maximum of 40 percent shares or a value storage portfolio with a maximum of 25 percent shares.



, Robo-Advisor comparison and test (01/2021), Forex-News, Forex-News

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