| Category | Smart Investing Worldwide | Global Core and Trends | Global Shield |
|---|---|---|---|
| Alignment | Global multi-asset with ESG, multifactor & crypto | Pure equity portfolio & factor strategies | Defensive multi-asset with a focus on bonds, commodities & gold |
| Risk class | balanced | opportunity-orientated | defensive |
| Performance fee | 10% | 10% | 15% |
| Investment universe | All ETFs available on Wikifolio.com | All equity ETFs available on Wikifolio.com | All ETFs available on Wikifolio.com |
| Rebalancing | Quarterly | Quarterly | Quarterly |
| Shares | ~ 60 % (ESG + multifactor) approx. 5,800 companies |
100 % (incl. small caps, EM, factors) approx. 8,500 companies |
~ 30 % (defensive: ESG, consumer goods, minimum volatility) approx. 600 companies |
| Bonds | ~ 25 % (Aggregate, HY, EM, Inflation Linked) approx. 21,500 bonds |
– | ~ 50 % (Aggregate, HY, EM, Inflation Linked, Ultrashort) approx. 22,000 bonds |
| Raw materials | ~ 6 % (broad commodity basket) approx. 90% of the commodity market |
– | ~ 10 % (broad commodity basket) approx. 90% of the commodity market |
| Gold | ~ 4 % | – | ~ 10 % |
| Crypto | ~ 5 % (Top 20 cryptocurrencies) | – | – |
| Factor strategies | Multifactor (~20 %) | Multifactor, Momentum, Value, Small Caps (~37 %) | Minimum volatility (EM), defensive sectors |
| ESG integration | Strong (equities + bonds) | Partially (via multi-factor ETF) | Strong (ESG bonds, ESG equity) |
This presentation is intended as a guide only and is not a substitute for investment advice.