The SRI ETF portfolios are made up of between 6 and 14 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 learn more about the distribution of your personalized portfolio, we recommend that you take our brief questionnaire.
|UBS Sustainable Development Bank Bonds UCITS ETF (hedged to EUR) A-acc
|iShares Euro Corporate Bond ESG 0-3yr UCITS ETF
|iShares € Corp Bond ESG UCITS ETF EUR (Dist)
|Lyxor Green Bond (DR) UCITS ETF Hedged to EUR – Acc
|iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc)
|UBS ETF (LU) J.P. Morgan USD EM IG ESG Diversified Bond UCITS ETF (hedged to EUR) A-acc
|iShares EUR High Yield Corporate Bond ESG UCITS ETF EUR (Acc)
|SPDR Barclays 1-3 Year Euro Government Bond UCITS ETF
|Amundi Index MSCI Europe SRI UCITS ETF DR (C)
|iShares MSCI USA SRI UCITS ETF
|Amundi Index MSCI USA SRI UCITS ETF DR – Hedged EUR (C)
|iShares MSCI EM SRI UCITS ETF
|Xtrackers MSCI Japan ESG UCITS ETF 1C
|iShares MSCI Global Impact ETF
The Dollar portfolio will use similar funds but in $ currency.