Value investing style

inbestMe ETFs Value

The Value intelligent investment plan

Open inbestMe ETFs Value

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Invest in Value indices

Get a personalized portfolio with high ETF presence and Value bias. Our technology and experts will be in charge of monitoring, rebalancing and managing your additional contributions.

  • From €15,000
  • Value index management
  • Intelligent Tax Optimization

Investing in Value can take up a lot of your time. With inbestMe ETFs Value you can invest your time in whatever you want and feel assured that inbestMe is doing it all for you.

 

Custody and Composition

Our ETFs Value portfolios are deposited in an Interactive Brokers (IB) account held at your name and managed by inbestMe. IB is one of the best qualified brokers in the world, with coverages between 20k € and $500k. Your account will be opened in IB Ireland or IB USA dependening on your country of residence.

IBLogo

For our ETFs Value portfolios we use between 6 and 13 ETFs depending on your risk profile. However, for each ETF position we use up to 3 equivalent ETFs which, when sold and bought, allow us to do Tax Loss Harvesting(TLH). Please, keep in mind that the final funds of your portfolio may vary as our Investment Committee is constantly improving the portfolios. To find out more about the distribution of your personalised portfolio, we recommend you to complete our one-minute questionnaire.

Funds ISIN
ISHARES EUR GOVT 1-3YR IE00B14X4Q57
ISHARES EURO ULTRASHORT BOND IE00BCRY6557
LYXOR EUR GOVERNMENT BD 3-5Y LU1650488494
AMUNDI FLOT R EUR COR 1-3 LU1681041114
AMUNDI FLOAT RATE USD CP-C LU1681041031
ISHARES EURO AGGREGATE IE00B3DKXQ41
ISHARES EURO CORP BND IR-H IE00B6X2VY59
ISHARES GLB CORP BD EUR-H IE00B9M6SJ31
ISHARES USD TREASURY 7-10Y IE00B1FZS798
ISHARES JPM USD EM BND EUR-H IE00B9M6RS56
ISHARES EURO HY CORP IE00B66F4759
ISHARES MSCI WORLD EUR-H IE00B441G979
ISHARES EDGE MSCI USA VALUE IE00BD1F4M44
ISHARES S&P 500 EUR-H IE00B3ZW0K18
ISHARES EDGE MSCI ERP VALUE IE00BQN1K901
ISHARES CORE EM IMI ACC IE00BKM4GZ66
VANG GLBLVAL USDA IE00BYYR0B57
ISHARES EUROPE PRPRTY YIELD IE00B0M63284
INVESCO PHYSICAL GOLD ETC IE00B579F325

 

Invest with low costs

IVA included.

Invested amount Management Depositary and trading cost Average built-in cost of the asset
15.000 € a 99.999,99 € 0,55% 0,20%  0,25%
100.000 € a 499.999,99 € 0,50% 0,20%  0,25% 
500.000 € a 999.999,99 € 0,40% 0,20%  0,25% 
1M € a 4.999.999,99 € 0,30% 0,0955% 0,25%
More than 5M € 0,15% 0,0955% 0,25%

 

Returns

If you want to find out the historycal returns of the ETFs Value portfolio visit our dedicated returns page.

inbestMe ETFs Value
Further information

What is value investing

Value investing is an investment strategy that seeks to buy stocks that are undervalued, or in other words, that are selling below their book or intrinsic value. We could compare this strategy to going to the sales, where you try and buy bargains or good products below their "normal" price.

Why invest in a Value portfolio

Value investing is easy to understand, it adapts to the way certain investors think, it often coincides with companies classed as "value" having good dividend yields, and also tends to be less volatile. The main advantage of a value portfolio compared to a value investment fund is that it is easier to adapt a plan to the investor's needs and profile with a personalized portfolio. 

Things to consider when opening an ETF portfolio

Your ETF portfolio is held outside of Spain at Interactive Brokers (IB).This means that, in addition to the access to inbestMe, you will have a parallel access to IB and, when your first transfer is complete, you will receive a different username (by email) and password (by SMS) than inbestMe.

Although it is not essential that you enter to start investing, it will be necessary to access IB to: 1) Change the initial temporary password, 2) Record your security questions and 3) Notify your destination bank account in case you request a withdrawal total or partial.

In addition, if you are a resident in Spain, as IB is outside Spain, it will be necessary to present the Form D6 to “Hacienda” and, depending on the invested amount, Form 720.

In the event that any of the points above represents an inconvenience for you, we recommend to Open an Index Funds account.

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