inbestMe's Socially Responsible Index Fund (SRI) portfolios are available from €1.000, and their distribution depends on the profile and the amount invested:
- Portfolios of less than €4.999, will be made up of 2 indexed funds.
- From €5.000, will be made up of a maximum of 11 indexed funds from 3 different managers.
The used SRI index funds may change because our Investment Committee is constantly monitoring the market, analysing the new SRI offer. For this portfolio, inbestMe uses the ones down below:
- 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) |
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|
Vanguard Global Bond Index Fund Institutional EUR Hedged Accumulation |
|
|
Amundi Index MSCI World SRI |
|
|
Amundi Index MSCI Emerging Markets SRI |
- For portfolios from €5.000, up to 13 funds are used:
|
Funds |
ISIN |
|
Vanguard Global Short-Term Bond Index Fund - Institutional Hedged Accumulation (EUR) |
|
|
Vanguard Global Bond Index Fund Institutional EUR Hedged Accumulation |
|
|
iShares Green Bond Index Fund (IE) |
|
|
Amundi Index Barclays Euro AGG Corporate SRI |
|
|
Vanguard U.S. Government Bond Index Fund - Institutional Accumulation EURO-HEDGED |
|
|
Vanguard Eurozone Inflation-Linked Bond Index Fund Investor Shares |
|
|
iShares Emerging Markets Bond Index I2 Euro Hedged |
|
|
DWS Floating Rate Notes LC |
|
|
Amundi Index MSCI World SRI |
|
|
Amundi Index MSCI Global Climate Change |
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|
BlackRock Global Impact Fund I EUR Hedged |
|
|
Amundi Index MSCI USA SRI (Euro Hedged) |
|
|
Amundi Index MSCI Emerging Markets SRI |
|
|
Vanguard SRI European Stock Fund EUR Institutional Accumulation |
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.