Wealth for the World Fund

Wealth that grows for good

Assets
€547 K

Total donations received by Wealth for the World since 2016: €423 K

10 %

Since 2016, the fund has achieved a cumulative return of 189 %.

Payouts
€38,328

Disbursements to highly effective NGOs; 2% of the fund's assets annually.
Next disbursement 2026: €10,946

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
Return from 2016 to present189 %
2016 - Today

Fund Assets

Assets per Year
2016 - Today

Disbursements by Partner

Total disbursements: 38.328 €
Period

Payouts

2026Nov. 25 until Okt. 26
Growth
↑3,7
Assets
547.277 €
10.946 €Forecast for disbursement on 31. Okt. 2026
2025
Growth
↑16,9
Assets
482.219 €
9.644 €
2024
Growth
↑29,3
Assets
263.584 €
5.272 €
2023
Growth
↑3,9
Assets
170.564 €
3.297 €
2022
Growth
↓-7,8
Assets
121.464 €
0,00 €
2021
Growth
↑25,5
Assets
98.743 €
12.389 €
2020
Growth
↑1,5
Assets
69.357 €
568 €
2019
Growth
↑28,4
Assets
60.193 €
5.556 €
2018
Growth
↓-8,8
Assets
28.838 €
0,00 €
2017
Growth
↑7,6
Assets
16.395 €
418 €
2016
Growth
↑23,6
Assets
11.235 €
1.184 €
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 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 %
How is the TER calculated?
2016 - Today

Donations to Wealth for the World

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