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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.

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World Portfolio
ESG + Gold

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

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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.

	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: 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.

Performance at a glance

Asset Wealth Performance ESG-hohe Aktienquote EN D

Asset Wealth Performance ESG-mittlere Aktienquote EN D

Asset Wealth Performance ESG-geringe Aktienquote 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
ESG + Gold	Gold	WisdomTree Core Physical Gold ETF
ESG + Gold	Commodities Global	Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap ETF

The costs at a glance

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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

Administration & trading

ETF costs (TER)

Total

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.

For new clients: 4% p.a. interest (Baader Bank) on up to €1 million for 4 months. Thereafter 2.6% p.a. variable interest on up to €100,000. Interest only with PRIME+. Learn more.