Green 6:

Investment Overview

Balanced investment strategy with a moderate overweight in the equity portion. In the equity segment, companies with high CO2 emissions are explicitly excluded, actively supporting the goals of the Paris Climate Agreement. Bonds issued by development banks and green bonds dominate within the bond allocation. Sustainable gold and sustainable European real estate are included to a limited extent.

Strategy:

Green 6

Goal: A balanced ratio with moderate returns.

Expected Return: Approximately 5.69% p.a. in the long term.

Equity Allocation: Approximately 54.70%.

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Historical Returns of the strategy

Past performance is not indicative of future results. Please read our risk note here.

Portfolio-Composition

Asset ClassTitleAllocation
Sustainable Stocks United StatesUBS MSCI USA Socially Responsible UCITS ETF14,60%
Sustainable Stocks Europe

BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped ETF

12,40%
Sustainable Stocks Emerging MarketsUBS MSCI Emerging Markets Socially Responsible UCITS ETF22,60%
Sustainable Stocks JapanUBS MSCI Japan Socially Responsible UCITS ETF3,40%
Sustainable Stocks pacific RegionUBS MSCI Pacific Socially Responsible UCITS ETF1,70%
Asset ClassTitleAllocation
Development Bank BondsUBS Sustainable Development Bank Bonds UCITS ETF19,40%
Green BondsLyxor Green Bond (DR) UCITS ETF12,30%
Sustainable Corporate EuroXtrackers II ESG EUR Corporate Bond UCITS ETF5,30%
Asset ClassTitleAllocation
Sustainable physical GoldInvesco Physical Gold ETC3,00%
Asset ClassTitleAllocation
Sustainable Real Estate EuropeBNP Paribas Easy FTSE EPRA NAREIT Developed Europe ex UK Green UCITS ETF5,30%

Our Costs

Transparent and Simple

Service Fee

0.75 %

of the investment amount per year

ETF Costs

0.23 %

Product costs per year

+

 

 

Your benefits

Diverse and individual

Flexibility
Flexibility
You can make deposits, withdrawals, changes to your savings plan, and strategy adjustments at any time and free of charge – for maximum flexibility.
High Returns
High Returns
As a performance leader over the past 3 years, Ginmon proves that our combination of investment philosophy and technology is unbeatable.
No Minimum Duration
No Minimum Duration
You can close your Ginmon account at any time and withdraw your entire investment amount – completely free of charge.
Comprehensive Customer Support
Comprehensive Customer Support
You have 24/7 access to your personal customer center, where you can track the development of your portfolio.

Our investment philosophy of factor investing

Based on Financial Science

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.

apeiron
select

Scans the market for ETFs to select the best investment products for you cost-effectively.

apeiron
protect

Ensures that the target allocation of your portfolio is preserved during market fluctuations.

apeiron
enhance

Identifies additional optimization opportunities and protects your portfolio from unnecessary reallocations.

Our Customer Support– Always Here for you

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.

TEAM GINMON 2023
<b>Live-Chat</b>
Live-Chat
Through our chat, you can have an immediate conversation with one of our team members.
<b>Callback</b>
Callback
Easily schedule a callback, and we will get in touch with you at the agreed-upon time.
<b>E-Mail</b>
E-Mail
You can reach us as usual by sending an email to service@ginmon.de, where you can share your questions and requests with us.

Legal Notices

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 6

Goal: A balanced ratio with moderate returns.

Expected Return: Approximately 5.69% p.a. in the long term.

Equity Allocation: Approximately 54.70%.

Not a customer yet?

Already a customer?