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Balance plan
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Globally balanced
This savings plan strikes the perfect balance, investing only half in equities. You prioritize a more stable portfolio with bonds and real estate over maximum growth, while still maintaining a global equity allocation with an ESG focus. Controversial industries such as weapons, tobacco, and fossil fuels are systematically excluded.
Disclaimer
This content constitutes advertising. The savings plans presented do not constitute an offer within the meaning of Art. 3 lit. g FinSA, nor do they represent personal investment advice by ellexx and they do not take into account any specific personal circumstances (such as investment objectives, financial situation, or investment strategy). ellexx recommends that all clients seek independent professional advice regarding the financial risks as well as the legal, regulatory, and tax implications involved. The choice of savings plan is ultimately made at the client's own discretion and/or based on independent professional advice.
Investments in the financial instruments mentioned may not be suitable for all clients. Before executing any transaction, clients should assess or have assessed whether the respective savings plans are appropriate for their personal circumstances and objectives. Any investment decisions should only be made after carefully reading the documentation of the respective instruments. All legally relevant information for each savings plan can be found in the documents provided by the respective ETF issuers. These documents are linked within the ellexx app.
