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.
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.
Portfolio allocation
The Value strategy invests exclusively in equities (100% equity allocation). Accordingly, both return opportunities and risk are increased.
Performance at a glance
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
€20Total costs per year
Administration & trading
ETF costs (TER)
Total
Status of product costs: June 2024
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