ETF portfolios

inbestMe ETF

Invest in the best ETFs with a fully managed portfolio at really low costs

Open inbestMe ETF

inbestMe App

inbestMe ETF
The strength of good strategy

With inbestMe ETFs you will be investing in a careful selection of listed index funds that replicate the performance of the world's best indexes. These funds have been 100% strategically selected to achieve their peak performance in the medium/long term. inbestMe will monitor your plan and if necessary the team of experts will make specific changes to the composition so as to constantly keep to the best strategy.

  • From €5,000
  • Euro or Dollar portfolios
  • Tax optimization

Our technology will keep your plan balanced, managing your new contributions intelligently, and will apply tax optimization procedures.

 

Learn about our ETFs portfolio

The composition of our ETFs portfolios are made up of between 8 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
SPDR BBG 1-3 EURO GOVERNMENT IE00B6YX5F63
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
INVESCO PREF SHARES DIST IE00BDVJF675
UBS ETF MSCI ACWI H. EUR IE00BYM11K57
LYXOR CORE EURSTX 600 DR LU0908500753
SPDR EUR DIV ARISTOCRATS IE00B5M1WJ87
ISHARES S&P 500 EUR-H IE00B3ZW0K18
ISHARES CORE MSCI JAPAN IE00B4L5YX21
ISHARES CORE EM IMI ACC IE00BKM4GZ66
VANG FTSEAPXJ USDD IE00B9F5YL18
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 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. The Dollar portfolio will use similar funds but in $ currency. 

 

Invest with really 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%  0,19%
100.000 € a 499.999,99 € 0,40% 0,20%  0,19% 
500.000 € a 999.999,99 € 0,30% 0,20%  0,19% 
1M € a 4.999.999,99 € 0,25% 0,0955% 0,19%
More than 5M € 0,13% 0,0955% 0,19%

inbestMe ETF, further information

What are ETFs?

An Exchange-Traded Fund or ETF is an investment fund that aims to replicate the performance of a specific index or market. The most popular ETFs are based on indexes, but there are also many based on other asset classes, such as currencies and commodities. An ETF is treated in the regulated markets as a stock, but has the same benefits as a fund in terms of diversification and professional management, even for limited investments.

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.

Read more about ETFs