Question 1.

Make a fictive investment in 1 to 10 ETF, mutual and/ or index funds for a client considering the following:

Client profile: Aggressive

Residency: Europe

Investment horizon: 15 years

Should include 1 fund of each with: ESG, Gender equality and Water

Maximum PORTFOLIO ongoing fees: 1.5%

Present your results according to the following table:

ETF/ Mutual/ Index Funds selected	ISIN code	% of total Portfolio	Fees (ongoing charges)	Weighted fees	% Equity	% Bond	% Cash	Weighted Equity	Weighted Bond	Weighted Cash	First Top region and %	First Top Sectors and %	Passive Mngt	Active Mngt	Net Asset Value N.A.V	Trailing 12-mth yield (%) or YTD	Morningstar risk rating
		(w)	(f)	(w) * (f)	( e)	(b)	( c)	(w) * (e)	(w) * (b)	(w) * (c)
EXAMPLE Amundi Small Cap C **	LU1883306901	3.00%	0.76%	0.02%	98.06%	0.00%	2.70%	2.94%	0.00%	0.08%	EU	57.70%	Industrials	29.67%		1	1136.05	-18.61%	6
Blackrock European HY Bond *	LU1191877379	2.00%	1.22%	0.02%	0.60%	89.21%	0.86%	0.01%	1.78%	0.02%	UK	17.34%	NA	NA		1	12.07	-1.77%	5
Fund B
Fund C ..
Portfolio		100.00%		0.05%				2.95%	1.78%	0.10%	Pflio average:	Pflio average:	0	2		-0.593700%

https://www.morningstar.es/es/funds/snapshot/snapshot.aspx?id=F00000W4ZH

Style Top 5 Regions % Top 5 Sectors % Eurozone 57.70 Industrials 29.67