Automatically invest in all major world regions as well as bonds and commodities for further diversification. Start building up wealth with a monthly savings amount of €20 or more.
Investments entail risks.
The World Portfolio Classic is the optimal ETF portfolio for your globally diversified investment. It contains 7,800 stocks from all investable regions as well as bonds and commodities.
What is the difference to a simple investment in an MSCI World ETF or FTSE All-World ETF?
World Portfolio Classic |
Any FTSE All-World ETF |
Any MSCI World ETF |
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Target group |
All investors |
Self-directed traders |
Self-directed traders |
Number of companies in the portfolio |
7,800 |
~ 3,700 |
~ 1,500 |
Emerging Markets |
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Tax advantages with US shares1 |
Only if ETF with synthetic replication is chosen |
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Asset classes |
Equity, bonds, commodities |
Only equity |
Only equity |
Equity quote2 |
30-100% |
100% |
100% |
Extended functionalities of wealth management |
Tax optimisation, rebalancing, ETF selection3 |
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Savings plan |
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Withdrawal plan |
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Costs |
0.75% p.a. + 0.18% p.a. product costs |
Costs for trading and securities account + 0.22% p.a. product costs (Median) |
Costs for trading and securities account + 0.20% p.a. product costs (Median) |
1The World Portfolio Classic invests in synthetic replicating ETFs. Compared to physically replicating ETFs, synthetic ETFs do not pay US withholding tax on dividend payments. This has a positive effect on the return of synthetic ETFs.
2Risk categories make it possible to map the individual risk tolerance in the portfolio. This is done through the selectability of the equity quota in the Scalable Wealth World Portfolio Classic.
3Regular review with regard to composition, diversification, costs, tax efficiency, tracking quality, liquidity and replication. Learn more about our tax optimization.
The World Portfolio Classic invests in equities, bonds and commodities. The higher the equity quota, the higher the returns, but also the risk. When you open a portfolio, you can find out which risk profile is suitable for you with the help of a questionnaire. We offer portfolios with equity quotas from 30 to 100%.
Asset class | Financial product | |
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Equities | Equities U.S. | iShares S&P 500 Swap ETF |
Equities Europe | Lyxor Core STOXX Europe 600 ETF | |
Equities Japan | Amundi Prime Japan ETF | |
Equities Asia and Pacific Area | L&G Asia Pacific ex Japan Equity ETF | |
Equities Global (Small Caps) | iShares MSCI World Small Cap ETF | |
Equities Emerging Markets | iShares Core MSCI Emerging Markets IMI ETF | |
Equities China | Xtrackers CSI 300 Swap ETF | |
Government Bonds | Government Bonds U.S. | iShares $ Treasury Bond 7-10yr EUR hedged ETF |
Government Bonds Euro Zone | Invesco Euro Government Bond 1-3 Year ETF | |
Government Bonds Emerging Markets | VanEck J.P. Morgan EM Local Currency Bond ETF | |
Corporate Bonds | Corporate Bonds Euro | iShares EUR Corporate Bond 1-5yr ETF |
Corporate Bonds (short maturity) | iShares Corp Ultrashort Bonds ETF | |
Corporate Bonds Euro | Xtrackers EUR High Yield Corporate Bond ETF | |
Corporate Bonds Emerging Markets | iShares JPM USD EM Corp Bond ETF | |
Commodity | Commodities Global | Xtrackers BBG Commodity ex-Ag Swap ETF |
Let us manage your assets. Transparent and inexpensive. Learn more about our costs.
Status of product costs: 10 March 2023