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Siemens Fonds Invest GmbH

How to invest

Your investment in three steps.

FAQs

1. Select the appropriate investment fund

Find out more and select the investment fund from Siemens Fonds Invest GmbH that best suits your goals.

The main categories of investment funds are as follows:

  • Bond funds: Invest in fixed-income securities (bonds), such as government or corporate bonds.
  • Mixed funds: Invest in equities and bonds. Depending on the weighting of the equities and bonds, the mixed fund is offensive (with higher risk) or defensive (with lower risk).
  • Equity funds: Primarily invest in equities, which means in the stocks of listed companies.

Details about individual funds can be found on the fund subpage by clicking on the respective name in the overview table.

Copy the (German) Securities Identification Number (WKN) / ISIN for clear identification of the fund. You can find this identifier below the fund name.

2. Log in to online banking / open a securities account

You already have a securities account?

You can purchase Siemens Fonds Invest GmbH funds through any bank – ideally at no cost directly from the fund company (over-the-counter) or through the stock exchange.

Direct purchase: Usually without additional costs, at the fair price of the fund (Siemens Fonds Invest GmbH does not charge fees for the purchase).

Stock exchange purchase: May include fees and additional costs; the price for the investment fund unit may differ from the actually determined price.

Note: Not all banks offer Siemens Fonds Invest GmbH investment funds as a savings plan. This is ensured, for example, with our cooperation partners FNZ Bank and DKB (Deutsche Kreditbank).

You don't have a securities account yet? The following cooperation partners offer a solution for access:

3. Buy fund units

Fund savings plan

A fund savings plan means that you regularly (e.g. monthly) pay a fixed amount into an investment fund. Easy and convenient!

One-time investment

With a one-time investment, you invest a larger sum at once in a fund.

You may also be interested in these funds

Stock funds

Mixed funds

Bond funds

Money market–related funds

Siemens EuroCash

General notice

The sole binding basis for the purchase of investment fund units is the key investor information, the applicable sales prospectus with the investment conditions and the most recently published annual and/or semi-annual report of the respective investment fund. These documents are available in German free of charge as a download on our website under the respective fund portrait or by post from Siemens Fonds Invest GmbH, 80200 Munich. The explanations are based on the current legal and tax situation. The tax assessment depends on the personal circumstances of the individual investor and may be subject to changes in the future. Such changes can also be introduced retroactively and have a negative impact on tax treatment. Siemens Fonds Invest GmbH therefore recommends that interested investors obtain detailed information before purchasing investment fund units. Investment fund units are subject to fluctuations in value. Past values are not a reliable indicator of future results. Assets can go down as well as up. Investing in investment fund units therefore also carries the risk of losses and investors may not get back the full amount invested. The sole purpose of this website is to provide information about Siemens Fonds Invest GmbH and the products of Siemens Fonds Invest GmbH approved for distribution in Germany. The information on this website is intended exclusively for persons who are resident in Germany or who access this website from Germany and, in particular, is not intended for nationals or residents of the USA. The information and products presented do not constitute a recommendation or solicitation to purchase or sell investment fund units or investment advice. The information and assessments presented on this website are based on the information available to Siemens Fonds Invest GmbH at the time of publication and are subject to change at any time without notice. The data used comes from various sources that have been assessed as accurate and reliable; however, their completeness and accuracy are not guaranteed.

Siemens Fonds Invest products are available in Germany, and this content is legally binding only in Germany. This content viewed in other countries is for informational purposes only. Please see our legal notice.