Defensive Investment Strategy primarily focuses on investing in bonds issued by development banks and green bonds, thereby making a direct contribution to development aid and climate projects. Equities are moderately allocated and consist exclusively of sustainable, large-cap stocks. In the equity segment, companies with high CO2 emissions are explicitly excluded, actively supporting the goals of the Paris Climate Agreement.
Strategy:
Green 4
Goal: Minor fluctuations in value are acceptable.
Expected Return: Approximately 3.44% p.a. in the long term.
Equity Allocation: Approximately 34.10%.
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Past performance is not indicative of future results. Please read our risk note here.
| Asset Class | Title | Allocation |
|---|---|---|
| Sustainable Stocks United states | UBS MSCI USA Socially Responsible UCITS ETF | 9,10% |
| Sustainable Stocks Europe | BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped ETF | 7,70% |
| Sustainable Stocks Emerging Market | UBS MSCI Emerging Markets Socially Responsible UCITS ETF | 14,10% |
| Sustainable Stocks Japan | UBS MSCI Japan Socially Responsible UCITS ETF | 2,10% |
| Sustainable Stocks Pacific Region | UBS MSCI Pacific Socially Responsible UCITS ETF | 1,10% |
| Asset Class | Title | Allocation |
|---|---|---|
| Dvelopment Bank Bonds | UBS Sustainable Development Bank Bonds UCITS ETF | 30,40% |
| Green Bonds | Lyxor Green Bond (DR) UCITS ETF | 19,30% |
| Sustainable Corporate Bonds Euro | Xtrackers II ESG EUR Corporate Bond UCITS ETF | 8,30% |
| Asset Class | Title | Allocation |
|---|---|---|
Sustainable Physical Gold | Invesco Physical Gold ETC | 4,00% |
| Asset Class | Title | Allocation |
|---|---|---|
| Sustainable Real Estate Europe | BNP Paribas Easy FTSE EPRA NAREIT Developed Europe ex UK Green UCITS ETF | 3,90% |
Our Costs
Service Fee
0.75 %
of the investment amount per year
ETF Costs
0.22 %
Product costs per year
+
Your benefits
Our investment philosophy of factor investing
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:
Green 4
Goal: Minor fluctuations in value are acceptable.
Expected Return: Approximately 3.44% p.a. in the long term.
Equity Allocation: Approximately 34.10%.
Not a customer yet?
Already a customer?
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