WEALTHSELECT
Invest globally in portfolios weighted by gross
domestic product
When investing, your capital is at risk. Learn more about risk here.
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.
The investment strategy involves investing exclusively in equities (100% equity ratio). As a result, both return opportunities and risk are increased.
Note: Past performance is not a reliable indicator of future performance.
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% |
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Status of product costs: 10 March 2023