Green 7
Investment Overview
The strategy focuses on equities to maximise attractive return opportunities, while bonds, real estate and commodities form a solid foundation. ESG criteria are consistently implemented to not only achieve sustainable growth, but also to ensure a responsible and forward-looking investment strategy.
Past performance is not indicative of future results. Please read our risk notice here.
Return metrics
Asset Class
Allocation
Product costs (TER)
Sustainable emerging market stocks
21.70%
0.18%
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)
Sustainable Euro corporate bonds
15.00%
0.14%
Amundi Index Euro Corporate SRI UCITS ETF DR (C)
Sustainable Eurozone Government Bonds
15.00%
0.15%
BNP Paribas Easy JPM ESG EMU Government Bond IG 3-5Y UCITS ETF (Acc)
Sustainable European stocks
12.95%
0.12%
iShares MSCI Europe Screened UCITS ETF EUR (Acc)
Sustainable small cap stocks worldwide
11.90%
0.23%
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD Acc
Sustainable US stocks
11.55%
0.07%
iShares MSCI USA Screened UCITS ETF USD (Acc)
Value stocks worldwide
10.15%
0.25%
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)
Sustainable Japanese stocks
1.05%
0.10%
L&G Japan Equity UCITS ETF
Sustainable Asia-Pacific stocks (excl. Japan)
0.70%
0.10%
L&G Asia Pacific ex Japan Equity UCITS ETF
Risk metrics
-14.10%
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.
13.16%
Volatility
Volatility indicates the annualized range of fluctuations in the returns of the strategy.
-18.72%
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.