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What types of investment strategies are there?

Please note that the following answer only applies to clients of our Wealth offering.‌

You can choose between the following investment strategies within Scalable Wealth:

  • World Portfolio Classic
  • World Portfolio ESG
  • World Portfolio Classic + Gold
  • InterestInvest
  • Megatrends
  • Climate
  • Value & Dividend
  • GDP Global
  • Allweather

Click on each strategy for detailed information on portfolio allocation, performance, investment universe and costs.
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*2.25% interest p.a. (variable) on up to €500,000 in PRIME+ and €50,000 in FREE, forwarded from partner banks and qualifying money market funds. The interest rate is based, among other things, on the respective market rate. The allocation of cash balances is variable and takes into account available capacities, conditions and client activity. Balances at partner banks are protected up to €100,000 per client per bank under the statutory deposit guarantee scheme. For qualifying money market funds, instead of the statutory deposit guarantee scheme, European investor protection rules (UCITS) apply regardless of the amount. Please note our risk information on the safekeeping of cash balances. Further information on interest is available here.