AccountView
Log in
MoventumOffice
Log in

News

Moventum introduces new products on ETF basis

Luxembourg, 7 January 2020 – Moventum introduces new portfolio strategies based on ETFs. The MOVEeasy portfolios featuring four different risk profiles are formed from Vanguard ETFs. “We are the first Luxembourg platform to cooperate with Vanguard”, highlighted Sabine Said, Executive Vice President of Moventum S.C.A. “The group is a pioneer in index investments offering excellent quality at favourable terms”.

As a result, the MOVEeasy – inspired by Vanguard funds account models can be offered at attractive prices. “This gives advisors a product that offers Moventum quality at a very favourable cost-benefit ratio”, outlined Said. “The decision to partner with Vanguard is not only based on the fact that Vanguard offers some of the most affordable products on the market”. The Vanguard Group’s cooperative organisation is also a strong argument, as it allows the company to act entirely in its clients’ interests.

The MOVEeasy – inspired by Vanguard funds portfolios are passive investments that invest in stock and bond indices worldwide through Vanguard’s listed mutual funds. Four portfolio proposals with different risk/reward weightings, ranging from defensive to growth-oriented, are offered.

“The MOVEeasy portfolios represent the first step in this process. Jointly with Vanguard we will also offer regular knowledge transfer through training, seminars and webinars to provide advisors with the tools that actually add value to their clients”, added Said.

“Our ETFs offer investors transparent access to widely diversified capital market indices at very low cost. This makes them particularly suitable for long-term capital investment and pension provision. We are therefore all the more pleased to be working with Moventum to make our products available to even more investors”, said Markus Weis, Deputy Head of Vanguard in Germany and Austria.

  MOVEeasy – inspired by Vanguard funds: Defensive MOVEeasy – inspired by Vanguard funds: Balanced MOVEeasy – inspired by Vanguard funds: Dynamic MOVEeasy – inspired by Vanguard funds: Growth

Weighting               

40% stocks / 60% bonds

60% stocks / 40% bonds

80% stocks / 20% bonds

100% stocks / 0% bonds

Investment horizon

This portfolio is mainly geared at investors with a medium risk tolerance ("moderate investors") with a minimum investment horizon of four years.

This portfolio is mainly geared at growth-oriented investors with a minimum investment horizon of five years.

This portfolio is mainly geared at risk-oriented investores with a minimum investment horizon of five years.

This portfolio is mainly geared at investors who are highly risk-oriented with a minimum investment horizon of five years.

Investment target

 

This portfolio aims to generate steady income through an investment focusing primarily on bond funds. The inclusion of equity funds serves to increase value growth.

This portfolio aims to achieve higher value growth.

This portfolio aims to achieve higher and permanent value growth.

This portfolio aims to achieve higher and permanent value growth.

     

Portfolio weighting

Defensive  

Balanced   

Dynamic  

Growth

Vanguard S&P 500 UCITS ETF

  19,00%

28,50%

  37,00%

46,50%

Vanguard FTSE Developed Europe ETF

 11,50%

17,00%

23,00%

28,50%

Vanguard FTSE Emerging Markets UCITS ETF

3,50%

5,50%

9,00%

10,50%

Vanguard FTSE Japan UCITS ETF

3,00%

4,00%

4,50%

6,50%

Vanguard FTSE Devel. Asia Pacific ex   Japan ETF

1,00%

2,00%

2,50%

3,00%

Vanguard Global Aggregate Bond UCITS ETF

57,00%

38,00%

19,00%

0,00%

Cash

5,00%

5,00%

5,00%

5,00%


The regional breakdown of equity-linked investments is based on the share of the respective region in global market capitalisation. “At the same time, however, we want to focus on the home region, so that European investments are slightly overweighted compared to other regions”, explained Said. On the bond side, globally diversified and regionally concentrated ETFs are used, with the main focus on investments in eurozone bonds.

About Moventum:
As an independent financial service partner, Moventum S.C.A. is specifically addressing financial service providers such as financial advisors, asset managers, institutional investors and NGOs. Its services in asset management and asset building include a web-based securities investment platform focusing on funds, relieving financial advisors of administrative tasks, and integrating custody and account management for individual investors. Investment management tools, regulatory-compliant reporting and individual securities services are also part of the full-service range. Standardised fund asset management service with a sustainable, successful track record for the relevant risk/reward profiles complements the offering. The Moventum Group also enables institutional investors to outsource securities processing in its entirety. The MoventumOffice investment platform offers access to more than 9,000 investment products including funds and ETFs from more than 400 investment firms, including the use of analysis, reporting and support tools.

Contact:
Moventum S.C.A.
12, rue Eugène Ruppert L-2453 Luxembourg
Phone: +352 26154 200
Email: contact@moventum.lu | http://www.moventum.lu


Press Contact:
news & numbers GmbH
Bodo Scheffels
Phone: +49 178 4980733
Email: bodo.scheffels@news-and-numbers.de