Portfolio Moderate Small Caps and SMEs
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).
For 1 000 €
invested on 10 years
Expected gains
Amount calculated on the basis of our portfolio simulations. You will have at least a 50% chance of reaching this value.
Maximum lost
Amount computed on the basis of our portfolio simulations. You will have at least a 95% chance of reaching a higher value.
Savings account
Presumption based on an annual net rate of return of 0.11%
Why choosing this portfolio ?
You are investing in :
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20% of the portfolio will be invested in European small and medium sized companies -
The investments will be evenly spread across shares and bonds, in proportions that will depend upon the situation on the markets
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So, if you invest 1000 euros, you may be 99% sure that you will not lose more than 300 euros
Portfolio details
By choosing this portfolio ...
You are investing in :
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Technology
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Manufacturing
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Consumption goods and services
I want to read the fine print in the portfolios Moderate Small Caps and SMEs
We also propose the following portfolios
Birdee is recognized by the following supervisory authorities :
Ref. : P00000464
Ref. : 2017CM001
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