WEALTHSELECT

Your portfolio: Dynamically managed

Invest globally diversified in all major asset classes -
with an automatically adjusted portfolio based on
leading capital market research.

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

Dynamic risk
management

With this investment strategy, you invest globally diversified and in all major asset classes.

A key difference to other investment strategies is the way we manage risk. We monitor your portfolio with leading technology and automatically adjust it to the market risk.

In concrete terms, this means that your portfolio is automatically monitored on an ongoing basis and analyzed in terms of its risk potential. Taking into account the current market situation and the current portfolio composition, value development scenarios are generated with the help of simulations. Should the market situation change in the long term, we adjust your portfolio to comply with your defined risk tolerance.

Learn how your global ETF portfolio is composed

Investing in all asset classes is done exclusively through exchange traded funds (ETFs), which cover up to 12,500 individual stocks from around 90 countries.

Performance at a glance

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

Scalable Capital's current ETF Universe

Our current investment universe comprises the ETFs listed below. The individual customer portfolios differ in terms of the weighting of the ETFs depending on the respective investment strategy.

	Asset class	ETF	Number of individual securities
Stocks	Equities Europe (Momentum)	iShares Edge MSCI Europe Momentum Factor	124
	Equities Europe (Value)	iShares Edge MSCI Europe Value Factor	147
	Equities Japan	Xtrackers Nikkei 225	225
	Equities USA (Momentum)	iShares Edge MSCI USA Momentum Factor	125
	Equities US (Value)	iShares Edge MSCI USA Value Factor	149
	Equities Global (Small Caps)	iShares MSCI World Small Cap	3,437
	Equities Asia und Pacific Area	iShares Core MSCI Pacific ex Japan	127
	Equities China	Xtrackers CSI300 Swap	300
	Equities Emerging Markets	iShares Core MSCI Emerging Markets IMI	2,999
Real estate	Real estate Global	VanEck Vectors Global Real Estate	100
Covered bonds	Covered bonds (Euro)	iShares Euro Covered Bond	867
Corporate Bonds	Corporate bonds (US dollar)	Vanguard USD Corporate Bond € Hedged	5,910
	Corporate bonds (Euro)	Amundi Prime Euro Corporates	2,322
	Corporate bonds (short maturity)	iShares € Ultrashort Bond	472
Bond / Govt	Government Bonds US	Xtrackers US Treasuries € Hedged	269
	Government Bonds Euro zone	iShares Core Euro Govt Bond	427
	Government Bonds Emerging Markets	VanEck Vectors J.P. Morgan EM Local Currency Bond	285
	Government Bonds inflation linked	Lyxor Core Global Inflation-Linked 1-10Y Bond € Hedged	90
Commodity	Commodities Global	Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap	12

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

€9.30

Administration & trading

0.75%

ETF costs (TER)

0.18%

Total

0.93%

Status of product costs: 10 March 2023

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.

¹2.3% p.a. interest + 1.2% p.a. bonus for 3 months. Up to €100,000. Interest offer by Baader Bank. Variable rate. Bonus by Scalable Capital. Bonus terms and interest conditions. Only with PRIME+.