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icon portfolio Moderate Small Caps and SMEs

Portfolio Moderate Small Caps and SMEs

This portfolio enables you to invest in all types of investments, in proportions that correspond to a moderate-risk level: shares, real estate, government and corporate bonds.
The Moderated portfolio ‘SME and Small Caps’ offers you flexibility; according to the situation on the stock market, it may invest up to 75% in shares. About 20% of this portfolio invests in European small and medium sized companies employing no more than 100 people and whose value does not exceed about one billion euros.
By selecting this portfolio, you choose serenity: this portfolio offers the right balance between capital preservation and stable returns over time.
You prefer a long-term investment horizon (over 5 years).
€ / 10 years
€ / 10 years
10 years
1 year 20 years
bouton moins
1 000 €
bouton plus

For 1 000 €
invested on 10 years

Expected gains tooltip icon Amount calculated on the basis of our portfolio simulations. You will have at least a 50% chance of reaching this value.

Maximum lost tooltip icon Amount computed on the basis of our portfolio simulations. You will have at least a 95% chance of reaching a higher value.

Savings account tooltip icon Presumption based on an annual net rate of return of 0.11%

Why choosing this portfolio ?

You are investing in :

  • icon arrow 20% of the portfolio will be invested in European small and medium sized companies
  • icon arrow The investments will be evenly spread across shares and bonds, in proportions that will depend upon the situation on the markets
  • icon arrow So, if you invest 1000 euros, you may be 99% sure that you will not lose more than 300 euros
Why choosing this portfolio ?

Portfolio details

Composition Performance
36%
Bonds
40%
Equity
4%
Real Estate
20%
SMEs and small caps
icon portfolio Moderate Small Caps and SMEs
Moderate Small Caps and SMEs
Savings account
Cumulative return (‎€)

By choosing this portfolio ...

You are investing in :

  • icon arrow Technology
  • icon arrow Manufacturing
  • icon arrow Consumption goods and services

I want to read the fine print in the portfolios Moderate Small Caps and SMEs

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Birdee is recognized by the following supervisory authorities :

Ref. : P00000464

Ref. : 2017CM001

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