Weltweit Smart Investiert combines a globally diversified core portfolio with intelligent factor strategies and a balanced multi-asset structure. The approach combines sustainable equity breadth, stable bond components, commodities and a small crypto exposure to create a modern, robust overall portfolio.
approx. 5,800 companies ~98% of the stock market covered by market capitalisation
Bonds (25%)
approx. 21,500 bonds ~94% of the bond market covered
Raw materials (10%)
approx. 90% of the commodity market tradable on the stock exchange covered
Cryptocurrencies (5%)
Top 20 cryptocurrencies by market capitalisation
Global equity market coverage (September 2025)
Region
Share in the block of shares
North America
approx. 52%
Europe
approx. 19%
Pacific (Japan, Australia, New Zealand)
approx. 8%
Emerging markets (China, India, Taiwan, South Korea, etc.)
approx. 15%
Latin America
approx. 3%
Africa & Middle East
approx. 3%
Sector allocation (September 2025)
Sector distribution
Share in the block of shares
Information technology
approx. 22%
Finances
approx. 16%
Industry
approx. 12%
Healthcare
approx. 12%
Non-cyclical consumption
approx. 11%
Cyclical consumption
approx. 7%
Communication services
approx. 8%
Energy
approx. 4%
Materials
approx. 3%
Provider
approx. 3%
Real estate
approx. 2%
Strategic summary
Weltweit Smart Investiert focuses on 60 % global equities (ESG all-cap breadth plus multi-factor exposure), 25 % bonds (aggregate, high yield, inflation-linked, EM-ESG), 10 % commodities (broadly diversified plus gold) and 5 % crypto. The structure creates a broad, sustainable base, complemented by factor premia, real assets and digital diversification, to combine long-term stability, growth and inflation protection in a single portfolio.
