Profit-oriented investment strategy that primarily invests in stocks. Size and value stocks are overweighted and allocated more heavily than bonds.
Strategy:
Global 8
Goal: Higher price fluctuations for maximum returns
Expected Return: Approximately 5.99% p.a. in the long term
Equity Allocation: Approximately 72.30%
Not a customer yet?
Already customer?
Past performance is not indicative of future results. Please read our risk note here.
| Asset Class | Title | Allocation |
|---|---|---|
| Stocks Emerging Markets | iShares Core MSCI EM IMI UCITS ETF | 18,20% |
| Value stocks of company worldwide | Xtrackers MSCI World Value UCITS ETF | 16,90% |
| Stocks United States | Xtrackers MSCI USA UCITS ETF | 11,80% |
| Small-cap stocks of companies worldwide | SPDR MSCI World Small Cap UCITS ETF | 11,30% |
| Stocks Europe | Lyxor Core STOXX Europe 600 UCITS ETF | 10,00% |
| Stocks Japan | Vanguard FTSE Japan UCITS ETF | 2,70% |
| Stocks Pacific Region | iShares Core MSCI Pacific ex-Japan UCITS ETF | 1,40% |
| Asset Class | Title | Allocation |
|---|---|---|
| Eurozone Government Bonds | Lyxor EuroMTS Highest Rated Macro-Weighted Govt Bond 3-5Y (DR) UCITS ETF | 5,60% |
| Euro Corporate Bonds | Xtrackers II EUR Corporate Bond UCITS ETF | 5,20% |
| United States Government Bonds | Invesco US Treasury Bond 1-3 Year UCITS ETF | 4,30% |
| Emerging Market Government Bonds | Xtrackers II EUR UBS Bloomberg Barclays USD Emerging Markets Sovereign UCITS ETF (USD) | 1,90% |
| Asset Class | Title | Allocation |
|---|---|---|
| Commodities | BNP Paribas Easy Energy & Metals Enhanced Roll UCITS ETF EUR | 4,00% |
| Asset Class | Title | Allocation |
|---|---|---|
| Global Real Estate | Amundi FTSE EPRA NAREIT Global UCITS ETF | 6,70% |
Our costs
Service Fee
0.75 %
of the investment amount per year
ETF Costs
0.20 %
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 8
Goal: Moderate fluctuations in value for higher returns.
Expected Return: Approximately 5.99% p.a. in the long term
Equity Allocation: Approximately 72.30%
Not a customer yet?
Already customer?
Your investment on the smartphone
Download the Ginmon app and enjoy the benefits of 100% mobile investing. Available for iOS and Android.
© Ginmon Vermögensverwaltung GmbH
