×
WFTW's assets are invested in ETFs, that track the global stock market
If the portfolio's return is positive at the end of the year, 70% of this return is donated to non-profits. 30% remains in assets to enable steady growth.
If the portfolio's return is positive at the end of the year, 70% of this return is donated to non-profits. 30% remains in assets to enable steady growth.
The first donated to WFTW in 2016 accounted for of WFTW's assets in 2022, resulting in a total disbursements of .
Total assets and donations to and from WealthForTheWorld from 2016 to today.
Assets |
Return |
Donation |
|||
WFTW assets are invested in ETFs that passively track the global stock market. Thus, the return of the WFTW assets corresponds to the return of the global stock market.
The entire WFTW portfolio is subject to MSCI Environmental, Social and Governance (ESG) screening.
The aim of the screening is to ensure that companies that fall short of environmental, social and corporate governance standards are excluded.
More informationThe portfolio comprises more than 3,000 shares from all regions of the world. This reduces the risk of high losses if individual companies perform poorly or become insolvent.
As a non-profit organization, GeldFürDieWelt is exempt from capital gains tax (25%). Only transactions fees apply. WealthForTheWorld expenditures
Fees are charged for the service of providing indices as ETFs, which are indicated via TER (Total Expense Ratio). How is the TER calculated?
| TER - MSCI World | 0,20 % |
| TER - MSCI Emerging Markets | 0,18 % |
... non-profit organisations that fully disclose their use of funds and have the effectiveness of their activities scientifically analysed and evaluated.
Donations to the fund should generate the greatest possible social added value. Pitiful media
reports and personal preferences, on the other hand, should have no influence on the fund's decision to donate.
That is why we follow the recommendations of
GiveWell, which comprehensively
and transparently reviews the effectiveness of aid organisations.
To be able to donate the return without transaction costs to organisations outside Germany, we work together with effektiv-spenden.org.
"Effektiv-spenden.org identifies the most effective aid organisations worldwide on the basis of
the latest scientific findings. In other words, the organisation that does the most good with an extra euro, i.e.
helps as many people as possible as much as possible. In addition, we organise tax-privileged donations for this
organisation in Germany."
Return on WFTW assets in the 1st quarter of 2023
Return on WFTW assets in the 2nd quarter of 2023
How much money would WFTW have donated if it had been founded in 1970 instead of 2016?
