Global 6
Investment Overview
This strategy offers a balanced allocation with a slight focus on equities in order to take advantage of attractive return opportunities. The combination of growth orientation and a stable bond component ensures a balanced risk/return ratio.
Past performance is not indicative of future results. Please read our risk notice here.
Return metrics
Asset Class
Allocation
Product costs (TER)
Euro corporate bonds
20.00%
0.07%
Vanguard EUR Corporate Bond UCITS ETF (Acc)
Eurozone Government Bonds
20.00%
0.07%
Vanguard EUR Eurozone Government Bond UCITS ETF (Acc)
Emerging market stocks
18.60%
0.18%
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
US stocks
12.30%
0.03%
Xtrackers MSCI USA UCITS ETF 1C
Small cap stocks
10.20%
0.25%
Xtrackers MSCI World Small Cap UCITS ETF 1C
European stocks
9.30%
0.07%
Amundi Core Stoxx Europe 600 UCITS ETF Acc
Value stocks worldwide
8.70%
0.25%
Xtrackers MSCI World Value UCITS ETF 1C 1C
Asia-Pacific stocks (excl. Japan)
0.60%
0.10%
L&G Asia Pacific ex Japan Equity UCITS ETF
Japanese stocks
0.30%
0.12%
iShares Core MSCI Japan IMI UCITS ETF
Risk metrics
-5.76%
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.
10.74%
Volatility
Volatility indicates the annualized range of fluctuations in the returns of the strategy.
-23.20%
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.
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.