IN DIT WEBINAR · 2020-02-25 · UBS MSCI European Monetary Union Soc. Resp. UCITS ETF UBS MSCI...

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Transcript of IN DIT WEBINAR · 2020-02-25 · UBS MSCI European Monetary Union Soc. Resp. UCITS ETF UBS MSCI...

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0

100

200

300

400

2010 2012 2014 2016 2018

Unilever

Royal Dutch Shell

ING

Arcelor Mittal

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0

100

200

300

400

2010 2012 2014 2016 2018

Unilever

AEX index

Royal Dutch Shell

ING

Arcelor Mittal

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Bright gespreidAandelen wereldwijd (duurzaam) Kosten

VanEck Vectors Sustainable World Equal Weight UCITS ETF 0,30%UBS MSCI European Monetary Union Soc. Resp. UCITS ETF UBS MSCI World Socially Responsible UCITS ETF 0,28%ishares MSCI USA SRI UCITS ETF 0,20%ishares MSCI Emerging Markets SRI UCITS ETF 0,35%

Staatsobligaties & greenbonds

Vanguard Eurozone Gov Bond UCITS ETF 0,12%Greenbonds from (Supra)national institutions (NWB en EIB) 0,00%

Bedrijfsobligaties (duurzaam)

UBS ETF (LU) Barclays MSCI Euro Area Liquid Corp. Sustainable UCITS ETF 0,20%iShares Euro Corporate Bond Sustainability Screened 0-3yr 0,25%

#250

57385140166

624637

10-

0,25%-

Portefeuille samengesteld i.s.m. Meer dan 2250 beleggingen

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Check www.pensioenindicator.nl

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Check www.pensioenindicator.nl

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Negatief

Positief

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Gemiddeld 6% Gemiddeld 6%

Minder dan € 560.000…

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Gemiddeld rendement zegt niet alles

800

900

1000

1100

1200

1300

1400

1500

1600

1700

1800

1900

2000

1 2 3 4 5 6 7 8 9 10 11

Gem. 6% rendement - € 1.791

Jaar Resultaat

Jaar Rendement Resultaat

Startbedrag € 1.000

1 6% € 1.060

2 6% € 1.124

3 6% € 1.191

4 6% € 1.262

5 6% € 1.338

6 6% € 1.419

7 6% € 1.504

8 6% € 1.594

9 6% € 1.689

10 6% € 1.791

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Gemiddeld rendement zegt niet alles

Jaar Rendement Resultaat

Startbedrag € 1.000

1 6% € 1.060

2 6% € 1.124

3 6% € 1.191

4 6% € 1.262

5 6% € 1.338

6 6% € 1.419

7 6% € 1.504

8 6% € 1.594

9 6% € 1.689

10 6% € 1.791

Jaar Rendement Resultaat

Startbedrag € 1.000

1 -4% € 960

2 12% € 1.075

3 10% € 1.183

4 -8% € 1.088

5 18% € 1.284

6 0% € 1.284

7 15% € 1.477

8 -9% € 1.344

9 23% € 1.653

10 0% € 1.653

800

900

1000

1100

1200

1300

1400

1500

1600

1700

1800

1900

2000

1 2 3 4 5 6 7 8 9 10 11

Gem. 6% rendement - € 1.698

Jaar Resultaat2

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Gemiddeld rendement zegt niet alles

Jaar Rendement Resultaat

Startbedrag € 1.000

1 6% € 1.060

2 6% € 1.124

3 6% € 1.191

4 6% € 1.262

5 6% € 1.338

6 6% € 1.419

7 6% € 1.504

8 6% € 1.594

9 6% € 1.689

10 6% € 1.791

800

900

1000

1100

1200

1300

1400

1500

1600

1700

1800

1900

2000

1 2 3 4 5 6 7 8 9 10 11

Gem. 6% rendement - € 1.576

Jaar Resultaat3

Jaar Rendement Resultaat

Startbedrag € 1.000

1 30% € 1.300

2 -15% € 1.105

3 12% € 1.238

4 -18% € 1.015

5 11% € 1.126

6 -2% € 1.104

7 25% € 1.380

8 -3% € 1.339

9 -8% € 1.231

10 28% € 1.576

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45

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De psychologie van beleggen

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0

0,2

0,4

0,6

0,8

1

1,2

1,4

1,6

1,8

2

1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017

Aantal beleggende Nederlandse huishoudens (miljoen)

Bron: Kantar (TNS NIPO), gegevens per 5 december 2018

De psychologie van beleggen

Malaise op de beurs…

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Bright: maandelijks beleggen

B

B

B

B

B

B

B

B

B

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