World Portfolio ESG investment strategy
Investing with ESG focus
Invest automatically in a globally diversified ETF portfolio that meets environmental, social and governmental criteria with the World Portfolio ESG.
Investments entail risks.
World Portfolio ESG
Invest money responsibly with ETFs - optionally with commodities and gold.
World Portfolio
ESG
Globally diversified ETF portfolio that takes into account environmental, social and governmental (ESG) criteria.
World Portfolio
ESG + Gold
The World ESG strategy supplemented by physical gold and commodities as a possible protection against inflation.
For the composition of the portfolio strict criteria are applied: only equity ETFs are used that take the SRI standard (Socially Responsible Investing) into account.
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Exclusion of companies that earn money with controversial weapons or tobacco or do not meet the requirements of the UN Global Compact. | |
Further diversification and inflation protection: With the ESG + Gold investment strategy, invest additionally in physical gold as well as commodities. |
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Best-in-class filter in ETF selection: only those who meet SRI criteria are subsequently selected. |
Portfolio allocation
Your portfolio is composed of 0 to 100% depending on the individually selected equity ratio. This means that the portfolio can range from one that is entirely made up of corporate and government bonds to one that is purely invested in equities. With the latter, you are most exposed to the fluctuations on the global stock markets. As a premium for this risk, higher returns can be expected in the long term than with an investment with a bond component. The following examples show how the portfolios are composed depending on the selected equity ratio.
Performance at a glance
Note: Past performance is not a reliable indicator of future performance.
Current investment universe
Asset class | Financial product | ||
|---|---|---|---|
ESG | Equities USA | iShares MSCI USA SRI ETF | |
Equities Europe | iShares MSCI Europe SRI ETF | ||
Equities Japan | Amundi MSCI Japan SRI PAB ETF | ||
Equities Asia Pacific | Amundi MSCI Pacific ex Japan SRI PAB ETF | ||
Equities Global (Small Caps) | HSBC MSCI World Small Cap ESG ETF | ||
Equities Emerging Markets | Amundi MSCI Emerging Markets SRI PAB ETF | ||
Equities China | BNP Paribas MSCI China Select SRI 10 % Capped ETF | ||
Government Bonds USA | Xtrackers US Treasuries EUR Hedged ETF | ||
Government Bonds Euro zone | Vanguard Eurozone Government Bond ETF | ||
Government Bonds Emerging Markets | VanEck Vectors J.P. Morgan EM Local Currency Bond ETF | ||
Government Bonds Inflation Protected | iShares Global Inflation Linked Govt Bond EUR Hedged ETF | ||
Corporate Bonds USA | iShares USD Corporate Bond ESG EUR Hedged ETF | ||
Corporate Bonds Europe | iShares Euro Corporate Bond ESG ETF | ||
ESG + Gold | Gold | WisdomTree Core Physical Gold ETF | 14.00% |
Commodities Global | Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap ETF |
The costs at a glance
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Portfolio value
€20Total costs per year
Administration & trading
ETF costs (TER)
Total
Status of product costs: June 2024
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