WEALTHSELECT

Stability in all
economic phases

Invest broadly in different asset classes with the Allweather
strategy.

When investing, your capital is at risk. Learn more about risk here.

The Allweather
Strategy

The all-weather strategy goes back to the US hedge fund manager Ray Dalio. The aim is to keep the volatility of the portfolio as low as possible across all market phases while aiming for high returns.

	Suitable for all who value stability
	Broad investment in various asset classes - from equities to bonds to commodities - with globally diversified ETFs.

Portfolio allocation

In the Allweather strategy, the equity quota is set at 40%.

Performance at a glance

Asset Wealth-Allweather Performance D EN

Note: Past performance is not a reliable indicator of future performance.

Current investment universe

Asset class	Financial Product	Weight
Equity / US	Invesco S&P 500 UCITS ETF (Dist)	14.00%
Equity / Europe	Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc	12.00%
Equity / Japan	Amundi Prime Japan UCITS ETF	4.00%
Equity / Pacific ex-JP	iShares Core MSCI Pacific ex Japan UCITS ETF Acc	2.00%
Equity / EM	iShares Core MSCI Emerging Markets IMI UCITS ETF Acc	6.00%
Equity / China	Xtrackers CSI 300 Swap UCITS ETF	2.00%
Govt Bond / DE MT	iShares eb.rexx Government Germany 5.5-10.5yr UCITS ETF	20.00%
Govt Bond / DM IL	iShares Global IL Govt Bond UCITS ETF (EUR Hedged)	20.00%
Gold	WisdomTree Core Physical Gold	14.00%
Commodity	Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap	6.00%

The costs at a glance

Let us manage your assets. Transparent and inexpensive. Learn more about our costs.

Calculate your costs

Portfolio value

€1,000

€1,000

Fee level 1

over €100,000

Fee level 2

over €500,000

Fee level 3

Fee level

Total costs per year

€9.30

Administration & trading

0.75%

ETF costs (TER)

0.18%

Total

0.93%

Status of product costs: 10 March 2023

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There are risks associated with investing. The value of your investment may fall or rise. Losses of the capital invested may occur. Past performance, simulations or forecasts are not a reliable indicator of future performance. Please refer to our risk information.

¹2.3% p.a. interest + 1.2% p.a. bonus for 3 months. Up to €100,000. Interest offer by Baader Bank. Variable rate. Bonus by Scalable Capital. Bonus terms and interest conditions. Only with PRIME+.