“World ex Europe” equities portfolio
Locking into global opportunities

The “World ex Europe” equities portfolio consists of ten non-European stocks. Every company must show it has a minimum capitalization of at least the equivalent of approx. USD 1 billion. The 11th item is a hedging instrument pegged to one of the major stock indices (e.g., the DAX 30). The hedge ratio is adapted to the current market situation and arithmetically must not hedge more than 100% of the shares. This account can be opened for an investment of EUR 50,000 upwards.

Your advantages:

	High transparency Personal service Favorable cost structure Strong protection against exchange-rate losses Active risk management		Basic “WorldEx” equities portfolio - update [PDF 56 kb]