Wealth for the World Fund
Wealth that grows and pays off in the long term
Wealth for the World donates 2 percent of the fund's assets annually. The expected annual return of the fund is 7 percent, so the wealth grows despite the donations. The resulting compound interest effect allows the fund to distribute more money in the long term than was originally invested. More information about the donation method
Portfolio
Wealth for the World's assets are invested in ETFs (index funds) that track the global stock market. The return on WFTW assets' corresponds to the return of the global stock market.
U.S. Securities and Exchange Commission (SEC): What are ETFs?MSCI World ESG
70% Portfolio ShareMSCI Emerging Markets ESG
30% Portfolio Share- Performance
- The portfolio reflects the performance of the global stock market by investing in stocks from almost all sectors worldwide. MSCI World covers developed markets, and MSCI Emerging Markets covers developing markets.
- Sustainability
- The portfolio is subject to MSCI Environmental, Social, and Governance (ESG) screening. More information
- Diversification and Risk
- The portfolio includes more than 3,000 stock positions from all regions of the world, reducing the risk of high losses if individual companies underperform or go bankrupt.
- Portfolio Costs
- As a nonprofit organization, Wealth for the World is exempt from capital gains tax in Germany (25%). Only transaction fees are incurred.ETF providers charge fees for offering indices as ETFs. These fees are indicated by the Total Expense Ratio (TER).