World Portfolio ESG investment strategy

Climate protection
& investing found
together

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 sustainable ETFs - optionally with commodities and gold.

World Portfolio
ESG

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

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World Portfolio
ESG + Gold

The sustainable strategy (ESG) supplemented by physical gold and commodities as a possible protection against inflation.

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For the composition of the portfolio the strictest sustainability criteria are applied. Thus, only equity ETFs are used that take into account the highest sustainability standard (SRI: Socially Responsible Investing).

	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.
	Best-in-class filter in ETF selection: Comparison of companies within their sector - only the most sustainable 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.

Performance at a glance

Asset Wealth Performance ESG-geringe Aktienquote EN D

Asset Wealth Performance ESG-mittlere Aktienquote EN D

Asset Wealth Performance ESG-hohe Aktienquote EN D

Media Asset Wealth ESG Performance Overview D,T

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

Current investment universe

	Asset class	Financial product
ESG	Equity USA	iShares MSCI USA SRI
	Equity Europe	iShares MSCI Europe SRI
	Equity Japan	Amundi MSCI Japan SRI PAB
	Equity Asia Pacific	Amundi MSCI Pacific ex Japan SRI PAB
	Equity Emerging Markets	Amundi MSCI Emerging Markets SRI PAB
	Equity China	BNP Paribas MSCI China Select SRI 10 % Capped
	Governmental Bonds USA	Xtrackers US Treasuries € Hedged
	Governmental Bonds Euro zone	Vanguard Eurozone Governmental Bond
	Governmental Bonds Emerging Markets	VanEck Vectors J.P. Morgan EM Local Curreny Bond
	Governmental Bonds inflation linked	iShares Global Inflation Linked Govt Bond € Hedged
	Corporate Bonds USA	iShares USD Corporate Bond ESG € Hedged
	Corporate Bonds Europe	iShares Euro Corporate Bond ESG
ESG + Gold	Gold	WisdomTree Core Physical Gold
ESG + Gold	Commodities Global	Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap

The costs at a glance

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

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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+.