Growth Account

To assemble an investment portfolio suited to you, when you conclude an agreement pick up to six funds and specify their proportions. You can choose from the funds below.

STOXX Europe 600; EXSA;EUR (large European companies)

Tracks the Dow Jones Stoxx 600 Index, which includes 200 average and 400 large companies from 18 European countries. Investment is in both the larger developed countries (for example, Germany, Italy and the UK) and the smaller ones (for instance, Portugal, Finland and Sweden) in Europe. Tracking an inclusive index allows tracking of the European economy, at a risk level below average. This fund is denominated in euros.

Exchange-traded equity fund which suits an investor wishing to invest in large European companies.

MSCI EMU Value ETF;LYY2;EUR (European blue-chip companies)

Tracks the MSCI EMU Index, which invests in euro area companies and covers the market value of about 85% of publicly traded companies in the euro area. Through this fund, you can also invest in the equities of Finland, Belgium, Greece and other countries, in addition to the large industrial countries of Europe. A very inclusive fund and, accordingly, with a risk level below average. This fund is denominated in euros.

Exchange-traded equity fund which suits an investor wishing to wager on European blue-chip stocks.

Eastern Europe ETF;L8I2;EUR (Eastern European companies)

Tracks the CECE Index, through which you can invest on Eastern European emerging markets. This index tracks the movements of 30 companies largely in Poland, the Czech Republic and Hungary. Investment with a risk level above average. This fund is denominated in euros.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of Eastern European companies.

MSCI Russia CappedETF;DBXV;EUR (Russian companies)

Tracks the MSCI Russia Capped Index, which invests in larger Russian companies. Investment with a risk level above average. This fund is denominated in euros.

Exchange-traded equity fund which suits an investor wishing to invest in Russian companies.

China CSI300 ETF;XCHA;EUR (Chinese companies)

Tracks the CSI300 Index, which invests in larger Chinese companies. Investment with a risk level above average. This fund is denominated in euros.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of Chinese companies.

MSCI Emerging MarketsETF;IEMM;EUR (emerging market companies)

Tracks the MSCI Emerging Markets Index, which invests in South Korean, Taiwanese, Chinese, South African, Brazilian, Russian and other emerging market companies. An inclusive fund investing on emerging markets. Investment with an average risk level. This fund is denominated in euros.

Exchange-traded fund which suits an investor wishing to invest on emerging markets.

S&P 500 ETF; IVV;USD (500 major US companies)

Tracks the US Standard & Poor’s 500 Index, which includes 500 key US companies selected based on their size and liquidity. S&P 500 covers approximately 77% of the market capitalisation of the equities traced on the US market. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of large US companies.

Russell 2000 ETF; IWM; USD (2000 smaller companies of the US Russell Index)

Tracks the Russell 2000 Index, which consists of US companies ranking 1000 to 3000 in terms of market value. This is an index of so-called small and medium-sized companies. Smaller companies may provide greater opportunities for growth; at the same time, allowance should be made for potential drops and volatility, since, as is well known, not all growing companies manage to attain great success. Investment with an average risk level. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potentially more rapid growth of higher-risk US companies.

Stock Market ETF;VTI;USD (global companies)

This equity fund tracks the MSCI US Board Market Index. This fund invests in companies publicly listed in the US accounting for 99.5% of the value of the US equities market. This is a very inclusive fund focused only on companies publicly listed in the US. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to invest inclusively in companies publicly listed in the US.

Europe ETF; IEV; USD (large European companies)

Tracks the S&P 350 Europe Index, which includes the stocks of 350 large Western European companies. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of large European companies.

Nasdaq 100 ETF; QQQ; USD (100 US technology companies)

Tracks the US technology sector index Nasdaq, which includes the 100 largest technology companies of the US and the world. Investment with an average risk level. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potentially more dramatic growth of technology companies.

MSCI EAFE ETF; EFA; USD (large European, Australian and Asian companies)

Tracks the MSCI EAFE Index, which consists of 21 stocks from developed countries. This index includes approximately 800 companies, with about 70% in Europe and the rest in Asia. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of large European, Australian and Asian companies.

Latin America 40 ETF;ILF; USD (large Mexican, Brazilian, Argentine and Chilean companies)

Tracks the iShares Standard & Poor’s Latin America 40 Index, which mainly invests in Brazilian, Mexican, Chilean and Argentine companies. On these markets, the fund invests in the 40 larger companies. Investment with an average risk level. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of large Latin American companies.

MSCI Pacific ex Japan ETF; EPP;USD (Australian and Asian large companies, except for Japan)

Tracks the MSCI Pacifix ex-Japan Index, which includes stocks of Australian, New Zealand, Singaporean and Hong Kong companies. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of Australian, New Zealand, Hong Kong and Singaporean companies.

Emerging Asia Pacific ETF;GMF;USD (Chinese, Indian, Malaysian and other Asian emerging market companies)

An equities fund tracking the S&P Asia Pacific Emerging BMI including the stocks of Chinese, Indian, Malaysian and other emerging market companies in the Asian region. Investment with a risk level above average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of Asian emerging market companies.

MSCI Japan ETF; EWJ; USD (large Japanese companies)

Tracks the MSCI Japan Index, which consists of larger companies publicly listed in Japan. The somewhat higher risk of this instrument, due to investment in one country, is offset by Japan’s traditionally stable economy. Investment with a risk level below average. This fund is denominated in dollars.

Exchange-traded equity fund which suits an investor wishing to wager on the potential growth of large Japanese companies.

LHV World Equities Fund (global equities)

The LHV World Equities Fund invests on stock markets across the world. The portfolio of the fund is spread between developed markets (such as Western Europe, the US and Japan) and emerging markets (such as Asia, Latin America and Eastern Europe). Investment with a risk level below average. This fund is denominated in euros.

This traditional equities fund is a suitable investment for those wishing to invest on the global equities market for the longer term.

LHV Persian Gulf Fund (Persian Gulf companies)

The LHV Persian Gulf Fund mainly invests in companies traded on the equities markets of the GCC (Gulf Cooperation Council), that is, Bahrain, Oman, Qatar, Kuwait, the UAE and Saudi Arabia. Investment with a risk level above average. This fund is denominated in euros.

This fund sees growth and opportunities outside the energy sector. For that reason, investment is mostly in companies providing banking, insurance, infrastructure, communications, construction or utility services

This traditional equities fund is a suitable investment for those wishing to invest on the equities markets of the Middle East for the longer term.

Global Corporate Bond ETF;IBCQ;EUR (global bonds)

This bond fund tracks the Barclays Global Aggregate Corporate Index. This fund invests in the bonds of investment-grade companies on both emerging and developed markets. Investment with a very low risk level. This fund is denominated in euros.

Exchange-traded bond fund which suits an investor with very low risk tolerance wishing to wager on bonds of investment-grade companies.

Bond Market ETF;BND;USD (global bonds)

This bond fund tracks the Barclays Capital U.S. Aggregate Bond Index. This fund invests in global government and corporate bonds publicly listed in dollars. This is fund is a very inclusive fund. Investment with a low risk level. This fund is denominated in dollars.

Exchange-traded bond fund which suits an investor with very low risk tolerance wishing to invest inclusively in global bonds.