Socially Responsible Investment

inbestMe ETFs SRI

Invest according to your values in a portfolio with SRI ETFs

Open inbestMe ETFs SRI

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inbestMe ETFs SRI
Caring for our future

Invest according to your values without giving up best performance ... with all the advantages of inbestMe: your plan will be adapted to you, ultra diversified and low cost. The inbestMe ETFs SRI plan is made from Socially Responsible ETFs. Further information

  • From €5,000
  • Index management
  • 100% Socially Responsible Investment

As always, inbestMe is responsible for keeping the plan tailored to your profile, processing your new contributions and applying tax optimization.

 

Distribution of our ETFs ISR portfolio

Our ETFs ISR portfolios are made up of between 6 and 13 ETFs depending on the investor's 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) the portfolio. 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 that you complete our brief questionnaire.

Funds ISIN
ISHARES USD DEV BANK BD USDA IE00BKRWN659
ISHARES EUR CORP ESG 0-3Y D IE00BYZTVV78
ISHARES EURO CORP ESG UCITS IE00BYZTVT56
LYXOR GREEN BND DR UCITS ETF LU1563454823
ISHARES GLB AGG EUR-H ACC IE00BDBRDM35
UBS ETF EMIG ESG USD ACC LU1974696418
AMUNDI INDEX MSCI EUROPE SRI LU1861137484
ISHARES SUST MSCI USA SRI IE00BYVJRR92
ISH SUST MSCI USA SRI EUR-HD IE00BZ173V67
ISHARES MSCI EM SRI UCITS IE00BYVJRP78
X MSCI JAPAN ESG IE00BG36TC12
ISHARES SUSTAINABLE MSCI GLB US46435G5320

 

* All these funds are those used by inbestMe, but this does not mean that they are all in your portfolio, as this will depend on your profile. Therefore, we recommend that you take our brief questionnaire to find out your personalised portfolio. In 2 minutes you will be able to see the funds used in your portfolio, the percentage and amount that you will be invested in each one of them.

 

Investing 100% SRI with low costs

IVA included.

Invested amount Management Depositary and trading cost Average built-in cost of the asset
5.000 € a 99.999,99 € 0,45% 0,20%  0,23%
100.000 € a 499.999,99 € 0,40% 0,20%  0,23% 
500.000 € a 999.999,99 € 0,30% 0,20%  0,23% 
1M € a 4.999.999,99 € 0,25% 0,0955% 0,23%
More than 5M € 0,13% 0,0955% 0,23%

inbestMe ETFs SRI, further information

Why choose an SRI portfolio

Socially responsible investment is related to the following aspects: the social context, the environment and good corporate governance. Socially responsible investment has to do with our values or moral convictions without having to give up on efficiency. 

Advantages SRI provides

The advantage of investing in an SRI portfolio when compared to an SRI investment fund is that through a portfolio, this style can be adapted to the needs, the investor's financial profile, and it is also fully managed.

Further information on inbestMe ETFs SRI

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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