Value investing style
inbestMe ETFs Value
The Value intelligent investment plan
Open inbestMe ETFs Value
The Value intelligent investment plan
Open inbestMe ETFs Value
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.
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.
The composition of our ETFs Value 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). 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 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 |
* 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 personalized portfolio.
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% |
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.