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.

Asset Wealth ESG-Header EN
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Is the World Portfolio Classic a fit for me?

The World Portfolio Classic might be of interest to you if you want to:

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invest in the stock market in an automated, broadly diversified manner using ETFs,

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combine the investment with your ecological, social and ethical morals

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as well as build and increase your wealth in the medium to long term.

Investments entail risks.

Do you want to discover more? Our further strategies offer different investment focuses.

World Portfolio ESG

Invest money responsibly with ETFs.

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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Globally diversified ETF portfolio that takes into account environmental, social and governmental (ESG) criteria.

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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.

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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.

2024-Q3 EN ESG 90-80 D
2024-Q3 EN ESG 70-60 D
2024-Q3 EN ESG 50-40 D

Performance at a glance

ESG 100 80 EN D
ESG 40 ESG 60 D EN
ESG 20 EN D

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

Commodities Global

Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap ETF

Costs

InterestInvest incurs ETF costs of 0.19% per year as well as ongoing costs for portfolio management and trading of 0.49 to 0.75% per year, depending on the investment amount. Learn more.

Status of product costs: June 2024

Security

The ETFs used in the portfolio are special assets and are protected against insolvency by the custodian bank to an unlimited extent. InterestInvest is therefore also suitable for larger investment amounts.

You can learn more about security at Scalable Capital here.