Investing in ETFs

Investing in ETFs is fully embraced by investors in a very short period of time. Since the introduction of the first ETF in 1993, the total asset-value invested in this ETF market has grown to 6,000 billion dollars. And most of all, this growth-process is still going on at the moment. This is due to the straightforward additional value of ETFs and the growing knowledge of private investors.

With the purchase of one ETF, you invest in a basket of stocks, bonds, real-estate funds or commodities with only one transaction. This in turn allows the construction of a diversified portfolio at low costs.

ETFs are constructed to follow the index as accurately as possible. ETFs are passive investment vehicles and do not have the objective to beat the index. ETFs are listed on an exchange in the same way as stocks. Therefore, it is possible to trade in ETFs during the day.

The investment objective of the Fund is to track the performance of European equities. This ETF tracks an Index, existing of the largest 600 companies from developed European markets. Stocks from United Kingdom have the largest weighting in this index, followed by Switzerland, France, Germany and Netherlands.

STOXX Europe 600 ESG-X Index uses an simple screening methodology to exclude companies, without significantly deviating returns from the key benchmark, STOXX Europe 600 index.

STOXX will exclude companies which are considered to be non-compliant with the Global Compact Principles, are involved in Controversial Weapons, are Tobacco Producers and that either derive revenues from Thermal Coal extraction or exploration, or, have power generation capacity that utilizes thermal coal.

Dividends are reinvested.

This funds total expenses are 0.12% per year

This ETF tracks the performance of the S&P500-index. This index consist of the 500 largest listed companies in the United States. Stocks with the largest weightings are: Apple, Alphabet (Google), Microsoft, Amazon and Facebook. The index has the highest weighted exposure in the information technologie sector, followed by health care and communication services.

Dividends will be distributed 4 times a year.

This funds total expenses are 0.07% per year

This ETF seeks to track the performance of an index composed of the smallest 200 companies from the STOXX Europe 600 Index. Stocks from United Kingdom have the largest weighting in this index, followed by Sweden and Germany.

Dividends will be distributed 4 times a year.

This funds total expenses are 0.2% per year

This ETF seeks to track the performance of the FTSE Developed Asia Pacific All Cap Index, which is constructed of companies located in the major markets of the Pacific region. Holds stocks of companies located in Japan, Australia, South Korea, Hong Kong, New Zealand, and Singapore. Stocks from Japan have the largest weighting in this index, followed by Australia and South Korea.

Dividends will be distributed 4 times a year.

This funds total expenses are 0.2% per year

This ETF seeks to track the performance of the FTSE Emerging Market UCITS ETF, which is constructed of large and mid-sized companies located in emerging markets. Holds stocks of companies located in Europe, Asia, Africa, Central America and the Middle East. Stocks from China have the largest weighting in this index, followed by Taiwan and India.

Dividends will be distributed 4 times a year.

This funds total expenses are 0.25% per year

This ETF (ICBCCS WisdomTree S&P China 500 UCITS ETF Class B – USD) seeks to track the performance of the S&P China 500 Index, which is constructed of the largest and most liquid Chinese companies. This ETF makes it also possible to invest in local Chinese stock markets, instead of Hong Kong listed Chinese companies only.

Dividends will be distributed once a year.

This funds total expenses are 0.75% per year

This ETF seeks to track the performance of an index composed of Euro denominated investment grade corporate bonds across sectors (industrials, utilities and financials) with mitigated interest rate risk. German government bond futures are sold to reduce the performance impact caused by movements in government bond rates.

Dividends will be distributed twice a year.

This funds total expenses are 0.25% per year

This ETF seeks to reflect the return of the Bloomberg Barclays MSCI Euro Corporate High Yield Sustainable BB+ SRI Bond Index. This ETF seeks to achieve a sustainable high yield exposure through companies with stronger sustainable business practices than their industry peers and is designed for investors looking to screen out controversial business areas while maintaining a risk profile similar to traditional benchmarks.

Dividends are reinvested.

This funds total expenses are 0.5% per year

The Fund seeks to track the performance of an index composed of Euro denominated ESG (environmental, social and governance) screened corporate bonds. This fund only includes bonds with MSCI ESG ratings from the top 4 rating levels with diversified exposure to 0-3yr Euro-denominated, investment grade corporate bonds across sectors (industrials, utilities and financial companies). Companies involved in industries such as alcohol, tobacco, gambling, civilian firearms, military weapons, nuclear power, adult entertainment and genetically modified organisms (GMOs) are explicitly excluded.

Dividends will be distributed twice a year.

This funds total expenses are 0.15% per year

The objective of this ETF is to track the performance of investible local currency emerging markets bonds. This ETF seek to track the Bloomberg Barclays Emerging Markets Local Currency Liquid Government Bond Index, which is a country-constrained index designed to provide a broad measure of the performance of liquid local currency emerging markets debt. It limits country exposure to a maximum of 10% and redistributes the excess market value index-wide on a pro-rata basis. To be included in the index, securities must have an amount outstanding of at least US$1 billion equivalent.

Dividends will be distributed twice a year.

This funds total expenses are 0.55% per year