WEALTHSELECT

Value-oriented
investing

Investing like Warren Buffett: With the value strategy,
it's simply automatic.

When investing, your capital is at risk. Learn more about risk here.

Asset Wealth Value EN

Value strategy

Value investing is an investment strategy that was strongly influenced by star investor Warren Buffett. With our Value strategy you can easily implement it. We invest in global equities that are undervalued relative to their fundamentals. Globally diversified ETFs are used for this purpose.

Asset Wealth-Value+GDP Portfolio D,T EN

Portfolio allocation

The Value strategy invests exclusively in equities (100% equity allocation). Accordingly, both return opportunities and risk are increased.

Performance at a glance

Asset Chart Wealth-Value Wertentwicklung D EN

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

Current investment universe

Asset class

Financial Product

Weight

Equity / US

iShares Edge MSCI USA Value Factor UCITS ETF

37.50%

Equity / Europe

Xtrackers MSCI Europe Value UCITS ETF 1C

37.50%

Equity / EM

iShares Edge MSCI EM Value Factor UCITS ETF

25.00%

The costs at a glance

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

Calculate your costs

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

€9.40
Administration & trading
0.75%
ETF costs (TER)
0.19%
Total 
0.94%

Status of product costs: 24 August 2022

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