WEALTHSELECT

Full focus on
performance

Invest globally in portfolios weighted by gross
domestic product

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

GDP Global investment strategy

With this investment strategy, you invest in a global equity portfolio. Unlike most other strategies, the composition is not based on market capitalization, but on real economic performance: companies from countries with higher gross domestic product (GDP) have a larger share than companies from countries with lower economic performance. This ensures that the economic performance of a region is decisive for its representation in the portfolio.

Portfolio allocation

The investment strategy involves investing exclusively in equities (100% equity ratio). As a result, 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 S&P 500 Swap UCITS ETF Acc	27.50%
Aktien / Europa ex-GB	Vanguard FTSE Developed Europe ex UK UCITS ETF Acc	18.00%
Equity / UK	iShares Core FTSE 100 UCITS ETF Acc	3.50%
Equity / Japan	Amundi Prime Japan UCITS ETF	5.00%
Equity / Pacific ex-JP	L&G Asia Pacific ex Japan Equity UCITS ETF Acc	3.00%
Equity / EM	iShares Core MSCI Emerging Markets IMI UCITS ETF Acc	32.00%
Equity / China	Xtrackers CSI 300 Swap UCITS ETF	11.00%

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

Administration & trading

ETF costs (TER)

Total

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.

For new clients: 4% p.a. interest (Baader Bank) on up to €1 million for 4 months. Thereafter 2.6% p.a. variable interest on up to €100,000. Interest only with PRIME+. Learn more.