Invest automatically in a globally diversified ETF portfolio that meets environmental, social and governmental criteria with the World Portfolio ESG.
Investments entail risks.
Invest money responsibly with sustainable ETFs - optionally with commodities and gold.
Globally diversified ETF portfolio that takes into account environmental, social and governmental (ESG) criteria.
The sustainable strategy (ESG) supplemented by physical gold and commodities as a possible protection against inflation.
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. |
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.
Note: Past performance is not a reliable indicator of future performance.
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 |
Commodities Global | Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap |
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Status of product costs: 10 March 2023