Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IQSA.XETRA Invesco Global Active ESG Equity UCITS ETF Acc • IE00BJQRDN15 | ETF | 100.0% | 0.3% |
| Total | 100.0% | 0.30% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +2.6% | -5.0% | +8.9% | +5.7% | +4.3% | -0.7% | - | - | - | - | - | +17.6% |
| 2025 | +4.7% | -2.5% | -7.4% | -4.0% | +7.2% | -0.1% | +4.5% | -1.1% | +2.9% | +3.8% | +0.7% | +1.5% | +9.6% |
| 2024 | +6.0% | +5.1% | +5.8% | -2.8% | +0.9% | +4.2% | +0.1% | -0.2% | +1.5% | +0.8% | +8.8% | -2.9% | +29.9% |
| 2023 | +6.0% | +1.5% | -2.8% | -1.1% | +2.0% | +6.2% | +1.8% | -1.1% | -0.8% | -4.0% | +6.3% | +5.4% | +20.2% |
| 2022 | -3.4% | -1.6% | +3.9% | -0.6% | -3.5% | -8.0% | +8.4% | -1.5% | -5.9% | +7.3% | +2.1% | -5.5% | -9.3% |
| 2021 | +2.5% | +2.4% | +8.8% | +0.8% | +1.0% | +4.0% | +1.8% | +2.9% | -2.5% | +3.3% | +0.9% | +5.4% | +35.7% |
| 2020 | -0.7% | -9.8% | -11.4% | +9.1% | +2.6% | +2.3% | -0.9% | +5.7% | -1.2% | -3.1% | +7.8% | +1.9% | +0.1% |
| 2019 | - | - | - | - | - | - | - | +3.3% | +4.1% | -1.0% | +4.9% | +1.4% | +13.1% |