Wealth for the World Fund

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
€553 K
Assets

Total donations received by Wealth for the World since 2016: €438 K

10 %

Since 2016, the fund has achieved a cumulative return of 187 %.

Payouts

Disbursements to highly effective NGOs; 2% of the fund's assets annually.
Next disbursement 2026: €11,065

Return from 2016 to present187 %
2016 - Today

Fund Assets

Assets per Year
2016 - Today

Disbursements by Partner

Total disbursements: 38.328 €
Period

Payouts

2026Nov. 25 until Okt. 26
Return %
2,8
Assets
553.268 €
11.065 €Forecast for disbursement on 31. Okt. 2026
2025
Return %
16,9
Assets
482.219 €
2024
Return %
29,3
Assets
263.584 €
2023
Return %
3,9
Assets
170.564 €
2022
Return %
-7,8
Assets
121.464 €
0,00 €
2021
Return %
25,5
Assets
98.743 €
2020
Return %
1,5
Assets
69.357 €
2019
Return %
28,4
Assets
60.193 €
2018
Return %
-8,8
Assets
28.838 €
0,00 €
2017
Return %
7,6
Assets
16.395 €
2016
Return %
23,6
Assets
11.235 €
Total38.328 €

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 WarentestStiftung Warentest: What are ETFs?

MSCI World ESG

70% Portfolio Share
Equities - Developed CountriesESG-ScreenedNumber of positions: around 1,500
Provider website

MSCI Emerging Markets ESG

30% Portfolio Share
Equities - Emerging MarketsESG-ScreenedNumber of positions: around 2,300
Provider website

2016 - Today

Donations to Wealth for the World

Years refer to our calculation periods (e.g. 2026 = Nov 1, 2025 – Oct 31, 2026).