WEALTHSELECT

Your portfolio: Dynamically managed

Invest globally diversified in all major asset classes -
with an automatically adjusted portfolio based on
leading capital market research.

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

Asset Wealth-VaR EN

Dynamic risk
management

With this investment strategy, you invest globally diversified and in all major asset classes.

A key difference to other investment strategies is the way we manage risk. We monitor your portfolio with leading technology and automatically adjust it to the market risk.

In concrete terms, this means that your portfolio is automatically monitored on an ongoing basis and analyzed in terms of its risk potential. Taking into account the current market situation and the current portfolio composition, value development scenarios are generated with the help of simulations. Should the market situation change in the long term, we adjust your portfolio to comply with your defined risk tolerance.

Learn how your global ETF portfolio is composed

Investing in all asset classes is done exclusively through exchange traded funds (ETFs), which cover up to 12,500 individual stocks from around 90 countries.

Asset VaR Map D

Performance at a glance

Asset Performance VaR-09 D EN
Asset Performance VaR-19 D EN
Asset Performance VaR-25 D EN
Asset Performance VaR D EN

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

Scalable Capital's current ETF Universe

Our current investment universe comprises the ETFs listed below. The individual customer portfolios differ in terms of the weighting of the ETFs depending on the respective investment strategy.

 

Asset class

ETF

Number of individual securities

Stocks

Equities Europe (Momentum)

iShares Edge MSCI Europe Momentum Factor

124

Equities Europe (Value)

iShares Edge MSCI Europe Value Factor

147

Equities Japan

Xtrackers Nikkei 225

225

Equities USA (Momentum)

iShares Edge MSCI USA Momentum Factor

125

Equities US (Value)

iShares Edge MSCI USA Value Factor

149

Equities Global (Small Caps)

iShares MSCI World Small Cap

3,437

Equities Asia und Pacific Area

iShares Core MSCI Pacific ex Japan

127

Equities China

Xtrackers CSI300 Swap

300

Equities Emerging Markets

iShares Core MSCI Emerging Markets IMI

2,999

Real estate

Real estate Global

VanEck Vectors Global Real Estate

100

Covered bonds

Covered bonds (Euro)

iShares Euro Covered Bond

867

Corporate bonds

Corporate bonds (US dollar)

Vanguard USD Corporate Bond € Hedged

5,910

Corporate bonds (Euro)

Amundi Prime Euro Corporates

2,322

Corporate bonds (short maturity)

iShares € Ultrashort Bond

472

Bond / Govt

Government Bonds US

Xtrackers US Treasuries € Hedged

269

Government Bonds Euro zone

iShares Core Euro Govt Bond

427

Government Bonds Emerging Markets

VanEck Vectors J.P. Morgan EM Local Currency Bond

285

Government Bonds inflation linked

Lyxor Core Global Inflation-Linked 1-10Y Bond € Hedged

90

Commodity

Commodities Global

Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap

12

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

€9.40
Administration & trading
0.75%
ETF costs (TER)
0.19%
Total 
0.94%

Status of product costs: 24 August 2022

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