Our Index Funds portfolios, available from €1.000, will have a different distribution according to the profile and the investment amount.
- Portfolios of less than €5.000, will be made up of 2 indexed funds.
- Portfolios, up to €5.000, will be made up of a maximum of 16 indexed funds from 4 different managers.
The used index funds may change because our Investment Committee is constantly monitoring the market. For this portfolio, inbestMe, on 06/05/2020, updated the funds, and currently, the ones below are the used ones:
- For portfolios of less than €4.999, 4 funds are used in total, and 2 of them are combined to suit the investor:
|
Funds |
ISIN |
|
Vanguard Global Short-Term Bond Index Fund – Institutional Hedged Accumulation (EUR) |
|
|
Vanguard Global Bond Index Fund EUR Hedged Accumulation |
|
|
ISHARES DEVELOPED WORLD INDEX "D" (EUR) ACC A |
|
|
ISHARES EMERGING MARKETS INDEX "D" (EUR) ACC G |
- For portfolios from €5.000, up to 15 funds are used:
|
Funds |
ISIN |
|
DWS Floating Rate Notes LC |
|
|
iShares Global Aggregate 1-5 Year Bond Index Fund (IE) Class D Hedged Dist. |
|
|
Vanguard-GL ST Bond Index Fund |
|
|
iShares Euro Government Bond Index Fund (IE) Class D Acc EUR |
|
|
Vanguard Global Bond Index Fund |
|
|
iShares Euro Investment Grade Corporate Bond Index Fund (IE) Class D Acc EUR |
|
|
iShares Emerging Markets Bond Index I2 Euro Hedged |
|
|
Vanguard Eurozone Inflation-Linked Bond Index Fund |
|
|
iShares Developed World Index Fund (IE) Class D Acc EUR |
|
|
iShares Europe Index Fund (IE) Class D Acc EUR |
|
|
Vanguard US 500 ST Index Fund Euro Hedged |
|
|
iShares Japan Index Fund (IE) Class D Acc EUR |
|
|
iShares Emerging Markets Index Fund (IE) Class D Acc EUR |
|
|
iShares Pacific Index Fund (IE) Class D Acc EUR |
|
|
iShares Developed Real Estate Index Fund (IE) Class D Acc EUR |
All these funds are used by inbestMe, but this does not mean that they are all in your portfolio, because it will depend on your profile and amount. That’s why we recommend that, to know your personalized portfolio adapted to you, you complete our brief survey, and in 2 minutes you will be able to see the funds used in your portfolio, and the percentage and amount you are investing in each of them.