Global 1

Investment Overview

This strategy is based on broad diversification with a high proportion of bonds and a targeted admixture of equities. It therefore offers security and at the same time the opportunity for solid long-term returns.

Historical Returns of the Strategy

Historical Returns of the Strategy

Past performance is not indicative of future results. Please read our risk notice here.

Return metrics

Equity allocation

Ca.

8.00%

8.00%

Expected return after product costs (TER)

3.12%

3.12%

Average product costs (TER)

0.13%

0.13%

0.13%

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Short-term Eurozone government bonds

29.20%

0.29%

Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF

Euro corporate bonds

26.10%

0.26%

Xtrackers II EUR Corporate Bond UCITS ETF

Super short-term US Treasury bonds

21.20%

0.21%

Invesco US Treasury Bond 1-3 Year UCITS ETF

Emerging market government bonds

8.10%

0.08%

UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD)

Eurozone inflation-linked government bonds

5.40%

0.05%

Lyxor Euro Government Inflation Linked Bond (DR) UCITS ETF

Emerging market stocks

3.50%

0.04%

iShares Core MSCI EM IMI UCITS ETF

US stocks

2.40%

0.02%

Xtrackers MSCI USA UCITS ETF

European stocks

2.10%

0.02%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

2.00%

0.02%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Short-term Eurozone government bonds

29.20%

0.29%

Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF

Euro corporate bonds

26.10%

0.26%

Xtrackers II EUR Corporate Bond UCITS ETF

Super short-term US Treasury bonds

21.20%

0.21%

Invesco US Treasury Bond 1-3 Year UCITS ETF

Emerging market government bonds

8.10%

0.08%

UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD)

Eurozone inflation-linked government bonds

5.40%

0.05%

Lyxor Euro Government Inflation Linked Bond (DR) UCITS ETF

Emerging market stocks

3.50%

0.04%

iShares Core MSCI EM IMI UCITS ETF

US stocks

2.40%

0.02%

Xtrackers MSCI USA UCITS ETF

European stocks

2.10%

0.02%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

2.00%

0.02%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Short-term Eurozone government bonds

29.20%

0.29%

Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF

Euro corporate bonds

26.10%

0.26%

Xtrackers II EUR Corporate Bond UCITS ETF

Super short-term US Treasury bonds

21.20%

0.21%

Invesco US Treasury Bond 1-3 Year UCITS ETF

Emerging market government bonds

8.10%

0.08%

UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD)

Eurozone inflation-linked government bonds

5.40%

0.05%

Lyxor Euro Government Inflation Linked Bond (DR) UCITS ETF

Emerging market stocks

3.50%

0.04%

iShares Core MSCI EM IMI UCITS ETF

US stocks

2.40%

0.02%

Xtrackers MSCI USA UCITS ETF

European stocks

2.10%

0.02%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

2.00%

0.02%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Short-term Eurozone government bonds

29.20%

0.29%

Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF

Euro corporate bonds

26.10%

0.26%

Xtrackers II EUR Corporate Bond UCITS ETF

Super short-term US Treasury bonds

21.20%

0.21%

Invesco US Treasury Bond 1-3 Year UCITS ETF

Emerging market government bonds

8.10%

0.08%

UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD)

Eurozone inflation-linked government bonds

5.40%

0.05%

Lyxor Euro Government Inflation Linked Bond (DR) UCITS ETF

Emerging market stocks

3.50%

0.04%

iShares Core MSCI EM IMI UCITS ETF

US stocks

2.40%

0.02%

Xtrackers MSCI USA UCITS ETF

European stocks

2.10%

0.02%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

2.00%

0.02%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Risk metrics

-5.22%

Value at Risk

Value at Risk (VaR) indicates the maximum loss for the strategy that will not be exceeded with a probability of 95% within 12 months.

4.14%

Volatility

Volatility indicates the annualized range of fluctuations in the returns of the strategy.

-9.63%

Maximum Drawdown

Maximum Drawdown (MDD) indicates the largest loss as a percentage that the strategy has incurred from its peak to its trough.

Past performance is not indicative of future results. Please read our risk notice here.

Try it out now

With or without an investment goal. Create a
free investment proposal in just a few minutes.

Try it out now

With or without an investment goal. Create a
free investment proposal in just a few minutes.

Try it out now

With or without an investment goal. Create a
free investment proposal in just a few minutes.

Try it out now

With or without an investment goal. Create a
free investment proposal in just a few minutes.

¹ The stated return refers to the historical performance of the investment strategy for the period from 01.01.2016 to 30.09.2024. Please note that investing involves risks and past performance is not a guarantee of future results. The value of your investment may fall or rise. There may be losses of the invested capital. The return figure is after product costs (TER) and before deduction of taxes and service fees.

² Based on "Green 10" strategy and the average carbon emission intensity ("Carbon Emission Intensity Metric Tonnes"). This value results from the sum of the weights of the invested companies, multiplied by their carbon intensity. The carbon intensity is expressed in metric tonnes of CO₂ per million US dollars of revenue. Source: Blackrock 360. Date: 31.10.2024.