SRI Index Funds

Improve your returns by investing with SRI Index Fund in a sustainable way

Open ISR Index Funds

Invest in Socially Responsible Indexes

Invests in a portfolio of SRI Index Funds with socially responsible funds (SRI/SGF). Your portfolio will have between 90% and 100% SRI funds depending on your investor profile and amount invested. The portfolio consists of funds that exclude controversial industry, screen the best companies by ESG score and include positive impact investing.

Additionally...

From €1,000.

Only 0.41% of max management cost.

Transfer of your funds without tax impact

Improved profitability with positive impact investment

If you already have funds in other entities, you can transfer them to inbestMe with no tax impact. inbestMe will keep the plan adjusted to your profile and process your new contributions. Invest according to your values with all the advantages of inbestMe: personalization, diversification and low costs with access to the best funds from the world’s best fund managers.

Open ISR Index Funds

Composition

The composition of our socially responsible index fund (SRI) portfolios depends on the amount invested. Please note that the final funds in your portfolio may vary, as our Investment Committee is constantly improving the portfolios. To learn more about the distribution of your personalized SRI portfolio, we recommend you answer our brief questionnaire.

  • For our portfolios of less than 5,000 euros, we combine 2 of the following 4 funds:
FundsISINArticleDegree of sustainability
Vanguard Global Short-Term Bond Index Fund – Institutional Hedged Accumulation (EUR)IE00BH65QP476
Vanguard Global Bond Index Fund EUR Hedged AccumulationIE00B18GC8886
Amundi Index MSCI World SRILU18611331458
Amundi Index MSCI Emerging Markets SRILU18611377248
  • For our portfolios starting at 5,000 euros, we use up to 13* funds:
FundsISINArticleDegree of sustainability
Vanguard Global Short-Term Bond Index Fund – Institutional Hedged Accumulation (EUR)IE00BH65QP476
Vanguard Global Bond Index Fund EUR Hedged AccumulationIE00B18GC8886
iShares Green Bond Index Fund (IE)IE00BD0DT5789
Amundi Index Barclays Euro AGG Corporate SRILU10504689898
Vanguard U.S. Government Bond Index Fund – Institutional Accumulation EURO-HEDGEDIE00074714716
Vanguard Eurozone Inflation-Linked Bond Index Fund Investor SharesIE00B04GQR246
iShares Emerging Markets Bond Index I2 Euro HedgedLU13730356636
DWS Floating Rate Notes LCLU00343530026
Amundi Index MSCI World SRILU18611331458
Amundi Index MSCI Global Climate ChangeLU14370209099
BlackRock Global Impact Fund I EUR HedgedIE00BLJP7H809
Amundi Index MSCI USA SRI (Euro Hedged)LU18611349788
Amundi Index MSCI Emerging Markets SRILU18611377248
Vanguard SRI European Stock Fund EUR Institutional AccumulationIE00B526YN168

In the design of this portfolio and in the selection of the funds, we seek maximum global diversification, the highest efficiency return/risk and, at the same time, minimize costs . Sustainability criteria have been explicitly taken into account during its composition. Visit our FAQ on How the Sustainability Level works.

Open ISR Index Funds

Costs

VAT included. Up to 85% less than traditional services.

Invested amountManagementDepositary and trading costAverage built-in cost of the asset
1.000 € a 4.999,99 €0,41%0,105%0,17%
5.000 € a 99.999,99 €0,41%0,105%0,21%
100.000 € a 499.999,99 €0,38%0,105%0,21%
500.000 € a 999.999,99 €0,30%0,105%0,21%
1M € to 4.999.999,99 €0,25%0,06%0,21%
More than 5M €0,13%0,06%0,21%

Returns

If you want to know the expected return of a portfolio of SRI Index Funds, we recommend you visit our historical returns page.

Open ISR Index Funds

Index Funds Standards

From €1,000

Savings Portfolio EUR

From €1,000

Any doubt?

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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 designed our SRI Index Funds to be as easy to understand as possible. Here are some of the most frequently asked questions.

Socially responsible investment is one that, in addition to prioritizing the profitability of an asset, also takes into account its impact on society and the environment. For example, priority is given to companies that protect human rights and equality in the workplace or that do not promote practices that are harmful to society such as smoking, alcoholism or gambling.

The great advantage of investing in an SRI-style portfolio compared to an SRI mutual fund is that, through a portfolio, this style can be adapted to the client’s investment profile. If the client’s investment profile changes, inbestMe can automatically modify the portfolio to adapt it to the new profile and the client does not have to search for a new fund that fits his new profile.

Yes, you can.

Yes, of course. The order to transfer your current funds must be made from inbestMe. To do so, you must start the account opening process and, at the end, you will be able to choose to transfer your funds to other entities without any cost or tax impact.

The percentage of SRI Funds will depend on the amount invested and your investment profile. In the case of portfolios of 5,000 euros or more, these are made up of up to 11 funds and the percentage of socially responsible funds ranges from 46%, for an investor profile of 1/10, to 97% for an investor profile of 10/10. In the case of portfolios that are in the temporary situation below 5,000 euros, these are made up of 2 funds and the percentage ranges from 10%, for a 1/10 investor profile, to 100% for a 10/10 profile.

Other questions about SRI Index Funds:

Read more details about the SRI Index Fund Portfolio

How do I transfer my investment funds to inbestMe?

How often do you rebalance my Index Funds portfolio?

For more information, you can check our Frequently Asked Questions about Index Funds.