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.
Stiftung Warentest: What are ETFs?MSCI World ESG
70% Portfolio ShareMSCI Emerging Markets ESG
30% Portfolio Share- 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).