Birdee
Socially responsible investments How does it work Our portfolios
Log in Sign in
icon portfolio Moderate

Portfolio Moderate

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 offers you flexibility; according to the situation on the stock market, it may invest up to 75% in shares.
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%

I birdee free of charge
Compare with other portfolios

Why choosing this portfolio ?

You are investing in :

  • icon arrow Our investments in shares only concern socially responsible 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
45%
Bonds
50%
Equity
5%
Real Estate
icon portfolio Moderate
Moderate
Savings account
Cumulative return (‎€)
Start to Birdee

By choosing this portfolio ...

You are not investing in :

  • icon arrow Tabacco
  • icon arrow Weapons
  • icon arrow Casinos

I want to read the fine print in the portfolio MODERATE Moderate

I download the info record

We also propose the following portfolios

icon portfolio Moderate Real Estate

Portfolio
Moderate Real Estate

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 ‘Real estate’ offers you flexibility; according to the situation on the stock market, it may invest up to 75% in shares. About 20% of this portfolio is invested in office, residential, public and industrial real estate.
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
I Birdee !
icon portfolio Moderate Biotechnology

Portfolio
Moderate Biotechnology

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 ‘Biotechnology’ 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 companies active in the health industry and in the fields of microbiology, biochemistry, biophysics, genetics, or molecular biology.
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 3 years).
€ / 10 years
€ / 10 years
I Birdee !
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
I Birdee !
icon arrow
icon arrow
Compare the portfolios

Birdee is recognized by the following supervisory authorities :

Ref. : P00000464

Ref. : 2017CM001

Let's Bird !

5 minutes ... that’s all it takes to make a lot of Birds!