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 fund's expected annual return is 7 percent, allowing the assets to grow despite the annual disbursements. The resulting compound interest effect enables the fund to distribute more money in the long term than was originally invested. More information about the donation method

Portfolio

The Wealth for the World assets are invested in ETFs (index funds) that track the global stock market. The return on Wealth for the World's assets corresponds to the return on the global stock market.

MSCI World ESG

70% Portfolio Share
Equities - Developed Countries
ESG-Screened
Number of positions: around 1,500
Provider website

MSCI Emerging Markets ESG

30% Portfolio Share
Equities - Emerging Markets
ESG-Screened
Number of positions: around 2,300
Provider website
Return
The portfolio tracks the return of the global stock market by investing in stocks from almost all sectors worldwide. The MSCI World covers developed countries, and the MSCI Emerging Markets covers emerging countries.
Sustainability
The entire 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, which reduces the risk of high losses if individual companies perform poorly or go bankrupt.
Portfolio Costs
As a non-profit association, Wealth for the World is exempt from capital gains tax (25%). Only transaction fees are incurred.
For the service of providing indices as ETFs, the ETF providers charge fees, which are indicated by the TER (Total Expense Ratio).
TER - MSCI World:0,20 %
TER - MSCI Emerging Markets:0,18 %