Invest with SRI Style

Socially Responsible Investment Index Funds

The Index Funds portfolios for the ones who care about their future and the others futur

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SRI Index Funds

Invest in an Index Funds portfolio with presence of socially responsible funds (SRI/ESG). Your portfolio will have between 10% and 100% SRI funds depending on your investment profile and invested amount. In Spain, natural persons can transfer from fund to fund with no tax penalties, that is, tax may be deferred until the time of reimbursement.

  • From €1,000
  • Transfers of funds
  • SRI style

inbestMe will take care of you plan keeping it in line with your profile and processing your new contributions. Invest according to your values with all the advantages of inbestMe: personalization, diversification and low costs.

Learn about our SRI Index Funds portfolio

The composition of our SRI Index Funds portfolios depends on the invested amount. Please, keep in mind that the final funds of your portfolio may vary as our Investment Committee is constantly improving the portfolios.

  • For our portfolios of less than €5,000, we combine 2 of the 4 following funds:
Funds ISIN
Vanguard Global Short-Term Bond Index Fund - Institutional Hedged Accumulation (EUR) IE00BH65QP47
Vanguard Global Bond Index Fund Institutional EUR Hedged Accumulation IE00B18GC888
(Vanguard) ESG Developed World All Cap Equity Index Fund - Institutional Accumulation (EUR) IE00B5456744
Amundi Index MSCI Emerging Markets SRI LU1861137724

 

  • For our portfolios from 5,000 euros, we use up to 11* funds:
Funds ISIN
Vanguard Global Short-Term Bond Index Fund - Institutional Hedged Accumulation (EUR) IE00BH65QP47
Vanguard Global Bond Index Fund Institutional EUR Hedged Accumulation IE00B18GC888
iShares Green Bond Index Fund (IE) Institutional Acc EUR IE00BD0DT792
Amundi Index Barclays Euro AGG Corporate SRI LU1050468989
Vanguard U.S. Government Bond Index Fund - Institutional Accumulation EURO-HEDGED IE0007471471
Vanguard Eurozone Inflation-Linked Bond Index Fund Investor Shares IE00B04GQR24
BGIF iShares Emerging Markets Government Bond Index Fund (LU) D2 EUR LU1811365292
(Vanguard) ESG Developed World All Cap Equity Index Fund - Institutional Accumulation (EUR) IE00B5456744
Vanguard U.S. 500 Stock Index Fund (Euro hedged) IE00B1G3DH73
Amundi Index MSCI Emerging Markets SRI LU1861137724
Vanguard SRI European Stock Fund EUR Institutional Accumulation IE00B526YN16

 

* 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 and the amount. 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.

 

Invest with really low costs

IVA included

Invested amount Management Depositary and trading cost Average built-in cost of the asset
1.000 € a 4.999,99 € 0,45% 0,16% 0,19%
5.000 € a 99.999,99 € 0,45% 0,16%  0,18 %
100.000 € a 499.999,99 € 0,40% 0,16%  0,18 % 
500.000 € a 999.999,99 € 0,30% 0,16%  0,18 % 
1M € a 4.999.999,99 € 0,25% 0,0955% 0,18 %
More than 5M € 0,13% 0,0955% 0,18 %

inbestMe SRI Index Funds, further information

What is socially responsible investment?

Socially responsible investment is that which, apart from prioritizing the return on an asset, also takes into account its impact on society and the environment. For example, priority is given to those companies that protect human rights and equality at work or also for that companies who do not promote practices that are harmful to society, such as smoking, alcoholism or gambling.

What is the advantage of investing in an ISR portfolio?

The great advantage of investing in an ISR-style portfolio over an ISR investment fund is that, through a portfolio, this style can be adapted to the client's investment profile. If the client's investor profile changes, inbestMe will be able to automatically modify the portfolio to suit the new profile and the client will not have to look for a new fund that fits their new profile.

What percentage of ISR Indexed Funds will my portfolio have?

The percentage of ISR Funds will depend on the amount invested and your investment profile. In the case of portfolios of less than €5,000, these are made up of 2 funds and the percentage of socially responsible funds ranges from 10%, for a 1/10 investor profile, to 100% for the 10/10 investor profile. In the case of portfolios from €5,000, these are made up of up to 11 funds and the percentage of socially responsible funds ranges from 24%, for a 1/10 investor profile, to 76% for the 10/10 investor profile.

How do I transfer my investment funds to inbestMe?

How are often rebalances applied to my Index Fund portfolio?

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