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Investment strategy

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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Overnight account
*2.50% interest p.a. on unlimited cash balances. With PRIME+ up to 5 x €100,000 statutory deposit guarantee through the distribution across up to 5 banks plus additional deposit guarantee through banks with voluntary deposit guarantee; otherwise distributed across banks with each €100,000 statutory deposit guarantee per bank, or money market funds where European investor protection rules (UCITS) apply. Variable interest and variable distribution depend, among other things, on market rates, capacities, and conditions.


Taxes
Scalable Capital does not provide tax advice. Tax treatment is individual and can change.