ETF Value

Invest in Value ETF and you will be the envy of Warren Buffett

Additionally...

Investing in Value can take up a lot of your time. With inbestMe Value ETFs you can invest your time in whatever you want and feel assured that inbestMe is doing it all for you. More information

Composition

Our Value ETF portfolios are made up of between 6 and 13 ETFs. 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 note that the following ETFs are all the ones we use to create our Value portfolios, however this does not mean that your portfolio contains every one of them. To know the ETFs that your portfolio will have, we recommend you take the investor profile test.

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

Custody

Our inbestMe ETFs portfoldios are deposited in an Interactive Brokers (IB), one of the best brokers in the world, in an account in your name and managed by inbestMe. Your account will be opened in IB Ireland or IB USA dependening on your country of residence.

Costs

VAT included.

Invested amount Management Depositary and trading cost Average built-in cost of the asset
€ 5,000 to 99,999.99 € 0,41% 0,11% 0,25%
€ 100,000 to 499,999.99 € 0,38% 0,11% 0,25%
€ 500,000 to € 999,999.99 0,30% 0,11% 0,25%
€ 1M to € 4,999,999.99 € 0,25% 0,11% 0,25%
More than € 5M 0,13% 0,11% 0,25%

Returns

If you want to find out the historycal returns of our inbestMe ETFs portfolios, please visit our dedicated returns page.

Are you still not sure which portfolio or investment product best suits you?
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Do you have any question?
Do not keep it for yourself,
we have the answer.

Sometimes money issues are complex, which is why we design our Value ETFs to be as easy to understand as possible. Here are some of the most frequently asked questions.

An ETF ( Exchange-Traded Fund ) 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.

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.

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.

Learn more about inbestMe Value ETF

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 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.

If any of the above points represent a problem for you, we recommend opening a portfolio of Index Funds.