Defensive investment strategy primarily focused on government and corporate bonds from developed nations. The equity portion consists mainly of large-cap stocks, with a minimal allocation to size and value stocks, as well as commodities.
Strategy:
Global 3
Goal: Accepting mild fluctuations in value
Expected Return: Approximately 3.66% p.a. in the long term
Equity Allocation: Approximately 25.70%
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Past performance is not indicative of future results. Please read our risk note here.
| Asset Class | Title | Allocation |
|---|---|---|
| Emerging Market Stocks | iShares Core MSCI EM IMI UCITS ETF | 8,20% |
| United States Stocks | Xtrackers MSCI USA UCITS ETF | 5,30% |
| European Stocks | Lyxor Core STOXX Europe 600 UCITS ETF | 4,50% |
| Value Stocks worldwide | Xtrackers MSCI World Value UCITS ETF | 2,50% |
| Small-Cap Stock worldwide | SPDR MSCI World Small Cap UCITS ETF | 2,50% |
| Japanese Stocks | Vanguard FTSE Japan UCITS ETF | 1,50% |
| Asset Class | Title | Allocation |
|---|---|---|
| Eurozone Government Bonds | Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF | 22,40% |
| Euro Corporate Bonds | Xtrackers II EUR Corporate Bond UCITS ETF | 20,00% |
| United States Government Bonds | Invesco US Treasury Bond 1-3 Year UCITS ETF | 16,20% |
| Emerging Market Government Bonds | Xtrackers II EUR UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD) | 6,20% |
| Inflation-Indexed Government Bonds Eurozone | Lyxor Euro Government Inflation Linked Bond (DR) UCITS ETF | 4,20% |
| Asset Class | Title | Allocation |
|---|---|---|
| Commodities | BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF EUR | 2,00% |
| Asset Class | Title | Allocation |
|---|---|---|
| Global Real Estate | Amundi FTSE EPRA NAREIT Global UCITS ETF | 3,30% |
Our costs
Service Fee
0.75 %
of the investment amount per year
ETF Costs
0.14 %
Product costs per year
+
Your benefits
Our Factor Investing Investment Philosophy
Ginmon’s investment strategy is based on the findings of Nobel laureates Prof. Dr. Fama and Prof. French. Their three-factor model aims to optimally capture market returns. To achieve this, we construct a globally diversified portfolio of approximately 12,000 individual securities. In addition to global diversification, we focus on investing in small-cap and value companies, consistently generating higher risk-adjusted returns.
Scans the market for ETFs to select the best investment products for you cost-effectively.
Ensures that the target allocation of your portfolio is preserved during market fluctuations.
Identifies additional optimization opportunities and protects your portfolio from unnecessary reallocations.
Do you have any further questions about Ginmon, our registration process, or any concerns as a customer?
Feel free to schedule a callback at a time of your choice. Additionally, you can reach us anytime through our website chat on the bottom right of our homepage or contact us via our customer email.
These documents from Ginmon Vermögensverwaltung GmbH (Ginmon) serve solely as informational/advertising material and have no legal binding.
The basis for Ginmon’s service offering is the underlying contract documents. Ginmon forwards customer orders for execution to the custodian bank. Past performance is not a guarantee of future results. Therefore, it cannot be guaranteed that an investment strategy will achieve the same performance in the future as it has in the past.
Ginmon does not guarantee the accuracy or completeness of the information. Information regarding the risks can be found in our document “Risks of Capital Investment.” This and further information can be obtained free of charge at www.ginmon.de/vertragsunterlagen.
Strategy:
Global 3
Goal: Accepting mild fluctuations in value
Expected Return: Approximately 3.66% p.a. in the long term
Equity Allocation: Approximately 25.70%
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Already customer?
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