ETFs are good. We made them better.

We use Markowitz’ Nobel prize winning strategy to create our ETF portfolios. The goal is to spread your money globally and across industries to ensure that your eggs are never in one basket. You will invest in public companies, real estate, and also corporate and government development bonds with the highest EU standards for both stability and performance.

Clean energy
& sustainable development

2500+
Bonds

20+ Industries

1500+ Stocks

50 + Countries

Two products
to meet your goals

Stability logo

SageWealth
Stability

Perfect for:

First-time investors and protecting your money against inflation

3.5 % /year

Average
return*
(after fees)

+97 %

10 year
return

3-7 years

Investing
horizon

Low

Volatility

Light

Emotional Difficulty

*Past performance doesn’t predict future growth.
Target returns and estimated profits are only a
reasonable estimate.

Growth logo

SageWealth
Growth

Perfect for:

Investors who can handle volatility and growing wealth long-term

Average
return*
(after fees)

7.0 % /year

10 year
return

+256 %

Investing
horizon

7+ years

Volatility

High

Emotional Difficulty

Adventurous

*Past performance doesn’t predict future growth.
Target returns and estimated profits are only a
reasonable estimate.

Leafs

Ready to snowball your wealth?

Book my meeting
Stability logo

Inside: SageWealth Stability

Stability chart returns for the last 10 years

Performance

Your investment balance will fluctuate slightly over time. Sometimes down, but mostly up.

5 year return

+55%

10 year return

+97%

Max drawdown

This shows the maximum value lost during a crash. For example, the Covid-19 crash of 2020 created a -11.8% drop. However the investment fully recovered 8 months later.

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-14.9%

*Please note that past performance doesn't predict future growth, and should only be treated as a reasonable estimate.

Portfolio breakdown

Stability is made of a mixture of sustainable ETF bonds, stocks, real estate, and innovations (e.g. diversity, healthcare, food).

Each ETF meets the EU standards for sustainability (article 8 & 9) and has strong risk-adjusted returns.

The heavy allocation in bonds provides the stability; the stocks provide growth; and the rest is for sound diversification.

In order to ensure optimal balance and diversification over time, your investment is rebalanced annually, and your dividends automatically reinvested.

Bonds

72.5%

Global Core

14%

Innovators

13.5%

Development bank bonds

20%

Global green bonds

17%

European green bonds

15.5%

Corporate green bonds

20%

Bonds

72.5%

Global Core

14%

Innovators

13.5%

Large US companies

5%

Small and medium sized US companies

5%

Japan

2%

Economies of tomorrow

2%

Bonds

72.5%

Global Core

14%

Innovators

13.5%

Sustainable real-estate

2.5%

Future of healthcare

1.5%

Leaders in diversity

1.5%

Future of food

2.5%

Environmental innovation

2.5%

Disruptive technology

3%

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Growth logo

Inside: SageWealth Growth

Growth chart returns for the last 10 years

Performance

Your investment balance will fluctuate slightly over time. Sometimes down, but mostly up.

5 year return

+127%

10 year return

+256%

Max drawdown

This shows the maximum value lost during a crash. For example, the Covid-19 crash of 2020 created a -33.4% drop. However the investment fully recovered 8 months later, and more.

info icon

-32%

*Please note that past performance doesn't predict future growth, and should only be treated as a reasonable estimate.

Portfolio breakdown

Growth is primarily made up of global stocks, with a healthy dose of real estate and commodities (clean energy, timber, and carbon credits).

Each ETF meets the EU standards for sustainability (article 8 & 9) and has strong risk-adjusted returns.

The heavy allocation in stocks provide the strong returns, while commodities and real-estate deliver sound diversification.

In order to ensure optimal balance and diversification over time, your investment is rebalanced annually, and your dividends automatically reinvested.

Global Core

54%

Innovators

46%

Large US companies

20%

Small and medium sized US companies

20%

Japan

7%

Economies of tomorrow

7%

Global Core

54%

Innovators

46%

Sustainable real-estate

8%

Future of healthcare

6%

Leaders in diversity

6%

Future of food

8%

Environmental innovation

8%

Disruptive technology

10%

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