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What is World Index strategy?
Passive investing in the world’s largest companies through one product.
Global diversification
World Index strategy invests in 1,500+ top companies globally. You are diversified across countries and sectors.
Proven long-term performance
MSCI World has historically delivered strong long-term growth. A longer horizon generally reduces short-term volatility impact.
Insurance and investing together
Investment life insurance combines family protection with long-term capital growth through global equities.
What does World Index strategy contain?
It tracks MSCI World, a global equity benchmark covering 1,500+ companies across 23 developed economies.
Geographic allocation
USA68 %
Europe15 %
Japan6 %
Other11 %
Approximate MSCI World allocation. Weights vary with market capitalization.
Examples of largest index companies
AppleMicrosoftNVIDIAAmazonMetaAlphabetBerkshire H.Eli LillyLVMHNestlé+ 1,490 more
Historical MSCI World performance
+84 %
5 years
+224 %
10 years
+510 %
20 years
~10 %
Average p.a.
Past performance does not guarantee future returns. Values are indicative and based on public MSCI data.
How to start investing?
From first consultation to signed contract, the process usually takes 1–2 meetings.
World Index strategy - overview
Index
MSCI World
Risk
Dynamic (high)
Horizon
Min. 10–15 years
Companies
~1,500 global
Tax savings
Up to CZK 3,600 / year
Cookie validity
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1
Free consultation
Call us or submit the form. Our advisor will review your goals, finances and risk profile.
2
Tailored proposal
We prepare a tailored setup: investment amount, protection scope and practical recommendation.
3
Sign and start
After approval, you sign the contract and your money starts working in the strategy.
