World Portfolio Classic
ETF portfolio diversified globally across the most important world regions and with bonds and commodities.
World Portfolio Investment strategy
Simply invest in the whole world with ETFs
Automatic global diversification. Fully automated and from €20.
World Portfolio
Invest globally-diversified with ETFs – based on your goals.
World Portfolio + Gold
World Portfolio Classic supplemented by physical gold as possible inflation protection.
The World Portfolio + Gold might be of interest to you, if you:
want all advantages of the World Portfolio Classic, and
want to add physical gold to your portfolio as a possible inflation hedge.
World Portfolio + Gold + Crypto
The World Portfolio supplemented by gold and cryptocurrencies for additional inflation protection and higher return potential.
The World Portfolio + Gold + Crypto could be interesting for all those who:
want all advantages of the World Portfolio Classic, and
additionally want to use cryptocurrencies as an asset class with return potential.
World Portfolio ESG
The World Portfolio aligned with ecological, social and ethical values.
The World Portfolio ESG could be interesting for those who
want all advantages of the World Portfolio Classic, and
want to invest responsibly.
How the World Portfolio works
Invest broadly-diversified in the most important world regions, bonds and commodities.
The World Portfolio aims to cover the most important markets worldwide, including more than 7,800 stocks from all investable regions. All sectors and various asset classes are taken into account, which makes it the ideal ETF portfolio construction for a globally-diversified investment.
Performance at a glance
Portfolio allocation
The World Portfolio invests in equities, bonds and commodities – and optionally in gold and crypto. The higher the equity allocation, the higher the potential return with increasing risk.
Equities
iShares S&P 500 Swap UCITS ETF USD (Acc)
58.30%
52.40%
Lyxor Core STOXX Europe 600
15.90%
14.30%
Amundi Prime Japan UCITS ETF DR (C)
4.20%
3.80%
L&G Asia Pacific ex Japan Equity UCITS ETF USD (Acc)
2.30%
2.10%
iShares MSCI World Small Cap UCITS ETF USD (Acc)
5.20%
4.70%
iShares Core MSCI EM IMI UCITS ETF USD (Acc)
11.30%
10.20%
Xtrackers CSI300 Swap UCITS ETF 1C
2.80%
2.50%
Bonds
iShares USD Treasury Bond 7-10y UCITS ETF EUR Hedged (Dist)
-
6.50%
Invesco Euro Government Bond 1-3y UCITS ETF
-
1.00%
Gold & Commodities
Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETC
-
2.50%
The World Portfolio in detail
What is the difference to a simple investment in an MSCI World ETF or FTSE All-World ETF?
Costs
The World Portfolios Classic, + Gold (+Crypto) incur ETF costs of 0.12% per year (the World Portfolio ESG 0.19%) as well as ongoing costs for portfolio management and trading of 0.49 to 0.75% per year, depending on the investment amount. Learn more.
