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iShares Fonds Xtrackers

KLIMAVEST ELTIF

Summary

Premium per share: 5% (buy EUR 110.92, sell EUR 105.64) Initial Fees: EUR 523.81, 4.76% Running costs: Service fees: 0.58%, Product costs: 1.32%

Last dividend: EUR 1.57 per share (1.4%)

No minimum holding period, we can sell shares back to the fund at any time. The fund is designed for and recommends a minimum holding period of 5 years.

End of life: 31 Aug 2070, max. 31 Aug 2080

Future Mobility

Xtrackers has a fund but includes Meta and Tesla. Not so keen. Maybe iShares alternative. Or put together a mix of chip makers, semi conductor manufacturers and automotive instead.

Automotive

Put together list of car manufacturers, especially those with good EV outlook.

Fixed Deposit

2.2% on 2 year term 2.4% on 3 year term