WEALTHSELECT

Value-oriented
investing

Investing like Warren Buffett: With the value strategy,
it's simply automatic.

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

Value strategy

Value investing is an investment strategy that was strongly influenced by star investor Warren Buffett. With our Value strategy you can easily implement it. We invest in global equities that are undervalued relative to their fundamentals. Globally diversified ETFs are used for this purpose.

Portfolio allocation

The Value strategy invests exclusively in equities (100% equity allocation). Accordingly, both return opportunities and risk are increased.

Performance at a glance

Asset Chart Wealth-Value Performance D EN

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

Current investment universe

Asset class	Financial Product	Weight
Equity / US	iShares Edge MSCI USA Value Factor UCITS ETF	37.50%
Equity / Europe	Xtrackers MSCI Europe Value UCITS ETF 1C	37.50%
Equity / EM	iShares Edge MSCI EM Value Factor UCITS ETF	25.00%

The costs at a glance

Let us manage your assets. Transparent and inexpensive. Learn more about our costs.

Calculate your costs

Portfolio value

€20

€20

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: June 2024

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.

2.6% p.a. interest for PRIME+. Cash account at Baader Bank AG. Variable rate up to €100,000. Learn more.