Long-term wealth building with froots Global Equities. Invest in a smart, diversified equity ETF portfolio that’s actively managed for you.
The table below shows the historical annual performance of Global Equities, before fees and capital gains tax, compared to the MSCI World.
Source: iShares Core MSCI World UCITS ETF and own data, Start 01.01.2025. Historical data are no indication for future perfromance. Investments involve risks.
This is what your Global Equities portfolio would look like today.
froots Global Equities is a 100% equity ETF portfolio actively managed by froots.
Your money is invested systematically and globally diversified, based on our valuation-driven investment approach.
This allows you to invest professionally in global equity markets — without having to manage your portfolio yourself.
As of 31. October 2025
The MSCI World is a rigid index : it tracks the largest listed companies in developed countries by market capitalization. This means that the more expensive a stock becomes, the more weight it receives . As a result, more and more capital flows into stocks that have performed well – a mechanism that fosters bubbles and ignores opportunities in less popular markets.
Important: The size of a company says nothing about whether it is a good or bad investment.
We constantly monitor the market and manage your portfolio so you don’t have to.
We don’t weight markets and regions by size or hype, but by the attractiveness of their valuations and fundamentals.
Our froots360 system continuously compares regions, styles, and sectors, and adjusts over- or under-weightings based on clear rules.
We use ETFs — but not blindly. We select only the best, most cost-efficient, and structurally sound products.
If you have questions about your portfolio or want to discuss your investment strategy, we’re here for you — personally. Online and in Vienna.
Our Global Equities portfolio is not for the faint-hearted because equity markets can experience significant volatility.
If you can sleep peacefully even when your portfolio drops by 50 percent, or if you would even consider adding more during such times, then Global Equities could be a good fit for you.
You are not interested in short-term speculation, but in long-term wealth building. Your investment horizon is at least ten years.
You explicitly do not want risk management across multiple asset classes such as bonds or commodities, but a 100 percent equity portfolio.
You have better things to do after work than watching the markets and managing your money.
Please note that all investments involve risks and no returns can be guaranteed.
With froots Global Equities, our long-term goal is to outperform the market after costs. Individual performance may vary significantly depending on the timing of your investments.
For most investors, our tailored Investment Service is the more suitable option, since it diversifies across multiple asset classes and therefore also takes the current attractiveness of equities into account when allocating the portfolio.
A Global Equities portfolio can be suitable for investors with a high tolerance for volatility, for example when using savings plans to build long-term wealth.
It can also be a good fit for investors who, based on their personal financial situation, want to use froots specifically for managing the equity portion of their investments.
There are market environments in which we would shift the portfolios of our long-term, return-oriented clients to 100 percent equities. In the current market environment, however, equities are relatively expensive, and a full equity allocation would not be consistent with our investment approach.
An all-in fee of a maximum of 1% p.a. (including VAT) applies, plus the product costs of the ETFs, which are included in the performance.
There are no other fees. Account closure and withdrawals are also free of charge at any time.
The froots fee decrease over time and with the amount of assets invested. Here you can find a transaprent fee table.
Your money is held in your name in your own account at our Austrian partner bank, Schelhammer Capital Bank AG (founded in 1832, headquartered in Vienna).
Should our partner bank encounter difficulties, your investments remain protected as segregated assets.
Should froots cease to exist, you would only lose your portfolio manager.
Please note that investments in the capital market involve risks, and a pure equity ETF portfolio can experience significant volatility.
No, you are not bound to froots and can request a withdrawal at any time.
There are no transaction or closing fees.
Your assets will then be sold by us within a few business days and paid out to your designated bank account.
froots is accessible without significant barriers.
You can start with a global equities portfolio with a minimum investment of 1.500 EUR or with a savings plan starting at 75 EUR per month.
If you choose a savings plan, please note that your portfolio will be built up gradually over the first few months, and you won't start with the full allocation immediately.
Additional deposits are possible at any time and will be invested within a few business days.
Please note that all investments involve risks, such as price, interest rate, liquidity, currency, country, or credit risks, up to and including the risk of total loss. Our investment approach aims to achieve a risk/return ratio that aligns with your individual preferences. Feel free to schedule a personal consultation to discuss this further.
You can open an account for your equity ETF portfolio and make your first deposit in 10 minutes.
Answer a few questions about your financial situation and risk tolerance to confirm that Global Equities is the right fit for you.
You can start with a one-time investment and/or a savings plan. Later, you can add money flexibly at any time.
Answer the legally required questions and complete the process.
You can make your first deposit and transparently track how your money is invested for you.