Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYPG.XETRA Amundi MSCI World Information Technology UCITS ETF EUR Acc • LU0533033667 | ETF | 50.0% | 0.3% |
XDWI.XETRA Xtrackers MSCI World Industrials UCITS ETF 1C • IE00BM67HV82 | ETF | 50.0% | 0.25% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.4% | +0.2% | -6.1% | +14.3% | +11.8% | +1.9% | - | - | - | - | - | - | +22.1% |
| 2025 | +1.5% | -3.9% | -10.2% | -2.5% | +10.3% | +3.8% | +7.2% | -2.5% | +5.2% | +7.1% | -4.6% | +0.3% | +10.0% |
| 2024 | +4.7% | +5.4% | +3.0% | -2.8% | +2.8% | +8.9% | -2.2% | -0.9% | +1.8% | +1.4% | +8.0% | +0.3% | +34.0% |
| 2023 | +6.5% | +2.9% | +3.8% | -1.4% | +8.4% | +4.4% | +1.8% | -0.5% | -3.6% | -2.5% | +8.8% | +4.7% | +37.8% |
| 2022 | -8.7% | -2.7% | +4.8% | -4.9% | -5.2% | -7.1% | +13.8% | -2.7% | -7.6% | +5.5% | -0.4% | -6.8% | -21.8% |
| 2021 | -0.0% | +2.9% | +5.2% | +2.0% | -1.6% | +7.2% | +2.6% | +4.0% | -3.1% | +5.7% | +3.2% | +3.9% | +36.4% |
| 2020 | +2.7% | -9.3% | -9.2% | +9.7% | +4.6% | +4.6% | -0.6% | +9.7% | -0.8% | -4.3% | +10.0% | +2.8% | +18.9% |
| 2019 | +8.7% | +6.6% | +3.4% | +5.6% | -6.5% | +5.1% | +5.2% | -2.7% | +3.2% | +1.0% | +6.1% | +1.3% | +42.5% |
| 2018 | +2.4% | +0.1% | -4.8% | +2.5% | +7.3% | -1.3% | +2.4% | +4.0% | +0.5% | -7.0% | -1.1% | -8.9% | -4.9% |
| 2017 | -0.1% | +6.2% | +1.1% | +0.5% | +0.1% | -2.1% | -0.5% | +0.7% | +3.0% | +5.9% | -0.9% | +1.0% | +15.4% |
| 2016 | - | - | -0.8% | -2.7% | +5.8% | -1.8% | +6.0% | +1.6% | +0.9% | +1.1% | +5.5% | +1.8% | +18.2% |