Green 1
Investment Overview
This portfolio focuses primarily on sustainable bonds and commodities and emphasises security and responsible investing. With a very low equity component, it offers a solid basis for investors who value low volatility and sustainable returns without compromising on ESG-compliant diversification.
Past performance is not indicative of future results. Please read our risk notice here.
Return metrics
Asset Class
Allocation
Product costs (TER)
Sustainable Euro corporate bonds
45.00%
0.14%
Amundi Index Euro Corporate SRI UCITS ETF DR (C)
Sustainable Eurozone Government Bonds
45.00%
0.15%
BNP Paribas Easy JPM ESG EMU Government Bond IG 3-5Y UCITS ETF (Acc)
Sustainable emerging market stocks
3.10%
0.18%
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)
Sustainable European stocks
1.85%
0.12%
iShares MSCI Europe Screened UCITS ETF EUR (Acc)
Sustainable small cap stocks worldwide
1.70%
0.23%
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD Acc
Sustainable US stocks
1.65%
0.07%
iShares MSCI USA Screened UCITS ETF USD (Acc)
Value stocks worldwide
1.45%
0.25%
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)
Sustainable Japanese stocks
0.15%
0.10%
L&G Asia Pacific ex Japan Equity UCITS ETFL&G Japan Equity UCITS ETF
Sustainable Asia-Pacific stocks (excl. Japan)
0.10%
0.10%
L&G Asia Pacific ex Japan Equity UCITS ETF
Risk metrics
-7.26%
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.
6.28%
Volatility
Volatility indicates the annualized range of fluctuations in the returns of the strategy.
-10.10%
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.
Green Investment
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.