Global 10

Investment Overview

This strategy focuses almost exclusively on equities and makes targeted use of factor investments to maximise attractive growth opportunities. It is ideal for investors who want to capitalise on high potential returns and benefit from a dynamic investment strategy.

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.

87.00%

87.00%

Expected return after product costs (TER)

8.74%

8.74%

Average product costs (TER)

0.22%

0.22%

0.22%

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Value stocks worldwide

23.50%

0.24%

Xtrackers MSCI World Value UCITS ETF

Emerging market stocks

19.70%

0.20%

iShares Core MSCI EM IMI UCITS ETF

Small cap stocks worldwide

15.70%

0.16%

SPDR MSCI World Small Cap UCITS ETF

US stocks

12.70%

0.13%

Xtrackers MSCI USA UCITS ETF

European stocks

10.90%

0.11%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

8.00%

0.08%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Commodities

5.00%

0.05%

BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF

Japanese stocks

3.00%

0.03%

Vanguard FTSE Japan UCITS ETF

Stocks Asia Pacific

1.50%

0.02%

iShares Core MSCI Pacific ex-Japan UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Value stocks worldwide

23.50%

0.24%

Xtrackers MSCI World Value UCITS ETF

Emerging market stocks

19.70%

0.20%

iShares Core MSCI EM IMI UCITS ETF

Small cap stocks worldwide

15.70%

0.16%

SPDR MSCI World Small Cap UCITS ETF

US stocks

12.70%

0.13%

Xtrackers MSCI USA UCITS ETF

European stocks

10.90%

0.11%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

8.00%

0.08%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Commodities

5.00%

0.05%

BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF

Japanese stocks

3.00%

0.03%

Vanguard FTSE Japan UCITS ETF

Stocks Asia Pacific

1.50%

0.02%

iShares Core MSCI Pacific ex-Japan UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Value stocks worldwide

23.50%

0.24%

Xtrackers MSCI World Value UCITS ETF

Emerging market stocks

19.70%

0.20%

iShares Core MSCI EM IMI UCITS ETF

Small cap stocks worldwide

15.70%

0.16%

SPDR MSCI World Small Cap UCITS ETF

US stocks

12.70%

0.13%

Xtrackers MSCI USA UCITS ETF

European stocks

10.90%

0.11%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

8.00%

0.08%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Commodities

5.00%

0.05%

BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF

Japanese stocks

3.00%

0.03%

Vanguard FTSE Japan UCITS ETF

Stocks Asia Pacific

1.50%

0.02%

iShares Core MSCI Pacific ex-Japan UCITS ETF

Portfolio Composition

Asset Class

Allocation

Product costs (TER)

Value stocks worldwide

23.50%

0.24%

Xtrackers MSCI World Value UCITS ETF

Emerging market stocks

19.70%

0.20%

iShares Core MSCI EM IMI UCITS ETF

Small cap stocks worldwide

15.70%

0.16%

SPDR MSCI World Small Cap UCITS ETF

US stocks

12.70%

0.13%

Xtrackers MSCI USA UCITS ETF

European stocks

10.90%

0.11%

Lyxor Core STOXX Europe 600 UCITS ETF

Real estate worldwide

8.00%

0.08%

Amundi FTSE EPRA NAREIT Global UCITS ETF

Commodities

5.00%

0.05%

BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF

Japanese stocks

3.00%

0.03%

Vanguard FTSE Japan UCITS ETF

Stocks Asia Pacific

1.50%

0.02%

iShares Core MSCI Pacific ex-Japan UCITS ETF

Risk metrics

-7.55%

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.

16.76%

Volatility

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

-34.10%

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.