{"id":383,"date":"2025-10-09T10:07:31","date_gmt":"2025-10-09T10:07:31","guid":{"rendered":"https:\/\/mueckinvest.de\/?page_id=383"},"modified":"2026-01-05T08:02:19","modified_gmt":"2026-01-05T07:02:19","slug":"comparison-of-the-thematic-wikifolios","status":"publish","type":"page","link":"https:\/\/mueckinvest.com\/en\/vergleich-der-themenwikifolios\/","title":{"rendered":"Comparison of the thematic 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 \n Beyond Trends - Global Growth\n <\/a>\n <\/th>\n\n \n \n Innovation Nexus\n <\/a>\n <\/th>\n\n \n \n Hidden Gems - Niche coverage\n <\/a>\n <\/th>\n <\/tr>\n <\/thead>\n\n
Alignment<\/td>\n Broad megatrends (technology, sustainability, healthcare, smart cities)<\/td>\n Focus on digitalisation + mobility + raw materials<\/td>\n Niche and specialised topics (aerospace, cybersecurity, agriculture, metals, infrastructure)<\/td>\n <\/tr>\n\n
Risk class<\/td>\n opportunity-orientated<\/td>\n opportunity-orientated<\/td>\n opportunity-orientated<\/td>\n <\/tr>\n\n
Performance fee<\/td>\n 15%<\/td>\n 15%<\/td>\n 15%<\/td>\n <\/tr>\n\n
Investment universe<\/td>\n All equities, equity ETFs and equity funds available on Wikifolio.com<\/td>\n All equities and commodity ETFs, equity funds available on Wikifolio.com<\/td>\n All stocks and commodity 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
Allocation<\/td>\n approx. 750 companies<\/td>\n approx. 600 companies
approx. 17 % of the commodities market<\/td>\n 		approx. 700 companies
approx. 1,200 infrastructure bonds
approx. 18 % of the commodities market<\/td>\n <\/tr>\n\n
Technology<\/td>\n Robotics, AI, Disruptive Technology, Digital Entertainment, Healthcare Tech, BioRevolution (~50 %)<\/td>\n Semiconductors, Disruptive Technology, Data Centres (~40 %)<\/td>\n Tech Megatrends, Space, Cybersecurity (~45 %)<\/td>\n <\/tr>\n\n
Sustainability & environment<\/td>\n Water, Circular Economy, Clean Energy, Electric Vehicles and Driving Technology (~38 %)<\/td>\n Smart Grids, Smart Mobility, Hydrogen (~30 %)<\/td>\n Future of Food, Agribusiness, Genomics & Biotechnology (~24 %)<\/td>\n <\/tr>\n\n
Raw materials & materials<\/td>\n hardly any (only indirectly via Clean Energy)<\/td>\n Lithium, copper, rare earths, industrial metals (~30 %)<\/td>\n Rare earths, industrial metals (~10 %)<\/td>\n <\/tr>\n\n
Infrastructure & Real Estate<\/td>\n Smart Cities (~12 %)<\/td>\n Data centres, smart grids (~25 %)<\/td>\n Multi-Asset Global Infrastructure ETF, NAREIT Global ETF (~21 %)<\/td>\n <\/tr>\n\n
Diversification<\/td>\n Very broad across many megatrends<\/td>\n Stronger focus on technology + future mobility + raw materials<\/td>\n Many niches, mix of technology, biotech, agriculture, commodities<\/td>\n <\/tr>\n\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 Beyond Trends \u2013 Global Growth Innovation Nexus Hidden Gems \u2013 Nischenabdeckung Ausrichtung Breite Megatrends (Technik, Nachhaltigkeit, Healthcare, Smart Cities) Fokus auf Digitalisierung + Mobilit\u00e4t + Rohstoffe Nischen- und Spezialthemen (Raumfahrt, Cybersecurity, Agrar, Metalle, Infrastruktur) Risikoklasse chancenorientiert chancenorientiert chancenorientiert Performance Geb\u00fchr 15% 15% 15% Anlageuniversum Alle auf Wikifolio.com verf\u00fcgbaren Aktien, Aktien ETFs und Aktien Fonds […]<\/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-383","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