{"id":380,"date":"2025-10-09T10:03:20","date_gmt":"2025-10-09T10:03:20","guid":{"rendered":"https:\/\/mueckinvest.de\/?page_id=380"},"modified":"2026-01-05T07:00:00","modified_gmt":"2026-01-05T06:00:00","slug":"core-wikifolio-comparison","status":"publish","type":"page","link":"https:\/\/mueckinvest.com\/en\/kernwikifolio-vergleich\/","title":{"rendered":"Comparison of the core wikifolios"},"content":{"rendered":"
\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
Category<\/th>\n \n \n Smart Investing Worldwide\n <\/a>\n <\/th>\n \n \n Global Core and Trends\n <\/a>\n <\/th>\n \n \n Global Shield\n <\/a>\n <\/th>\n <\/tr>\n <\/thead>\n\n
Alignment<\/td>\n Global multi-asset with ESG, multifactor & crypto<\/td>\n Pure equity portfolio & factor strategies<\/td>\n Defensive multi-asset with a focus on bonds, commodities & gold<\/td>\n <\/tr>\n\n
Risk class<\/td>\n balanced<\/td>\n opportunity-orientated<\/td>\n defensive<\/td>\n <\/tr>\n\n
Performance fee<\/td>\n 10%<\/td>\n 10%<\/td>\n 15%<\/td>\n <\/tr>\n\n
Investment universe<\/td>\n All ETFs available on Wikifolio.com<\/td>\n All equity ETFs available on Wikifolio.com<\/td>\n All ETFs available on Wikifolio.com<\/td>\n <\/tr>\n\n
Rebalancing<\/td>\n Quarterly<\/td>\n Quarterly<\/td>\n Quarterly<\/td>\n <\/tr>\n\n
Shares<\/td>\n ~ 60 % (ESG + multifactor)
approx. 5,800 companies<\/td>\n 		100 % (incl. small caps, EM, factors)
approx. 8,500 companies<\/td>\n 		~ 30 % (defensive: ESG, consumer goods, minimum volatility)
approx. 600 companies<\/td>\n <\/tr>\n\n
Bonds<\/td>\n ~ 25 % (Aggregate, HY, EM, Inflation Linked)
approx. 21,500 bonds<\/td>\n 		\u2013<\/td>\n ~ 50 % (Aggregate, HY, EM, Inflation Linked, Ultrashort)
approx. 22,000 bonds<\/td>\n <\/tr>\n\n
Raw materials<\/td>\n ~ 6 % (broad commodity basket)
approx. 90% of the commodity market<\/td>\n 		\u2013<\/td>\n ~ 10 % (broad commodity basket)
approx. 90% of the commodity market<\/td>\n <\/tr>\n\n
Gold<\/td>\n ~ 4 %<\/td>\n \u2013<\/td>\n ~ 10 %<\/td>\n <\/tr>\n\n
Crypto<\/td>\n ~ 5 % (Top 20 cryptocurrencies)<\/td>\n \u2013<\/td>\n \u2013<\/td>\n <\/tr>\n\n
Factor strategies<\/td>\n Multifactor (~20 %)<\/td>\n Multifactor, Momentum, Value, Small Caps (~37 %)<\/td>\n Minimum volatility (EM), defensive sectors<\/td>\n <\/tr>\n\n
ESG integration<\/td>\n Strong (equities + bonds)<\/td>\n Partially (via multi-factor ETF)<\/td>\n Strong (ESG bonds, ESG equity)<\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n<\/div>\n\n\n
<\/div>\n\n\n\n\n
\n
\n

This presentation is intended as a guide only and is not a substitute for investment advice.<\/p>\n<\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"

Kategorie Weltweit Smart Investiert Global Core and Trends Global Shield Ausrichtung Globales Multi-Asset mit ESG, Multifaktor & Krypto Reines Aktienportfolio & Faktorstrategien Defensives Multi-Asset mit Fokus Anleihen, Rohstoffe & Gold Risikoklasse ausgewogen chancenorientiert defensiv Performance Geb\u00fchr 10% 10% 15% Anlageuniversum Alle auf Wikifolio.com verf\u00fcgbaren ETFs Alle auf Wikifolio.com verf\u00fcgbaren Aktien ETFs Alle auf Wikifolio.com verf\u00fcgbaren […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-sidebar","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-380","page","type-page","status-publish","hentry","pmpro-has-access"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t