Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IQSA.XETRA Invesco Global Active ESG Equity UCITS ETF Acc • IE00BJQRDN15 | ETF | 80.0% | 0.3% |
PRAB.XETRA Amundi Prime Euro Government Bond 0-1Y UCITS ETF Acc • LU2233156582 | ETF | 7.0% | 0.05% |
LYXF.XETRA Amundi Euro Government Bond 15+Y UCITS ETF Acc • LU1287023268 | ETF | 7.0% | 0.15% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 6.0% | 0% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.7% | -4.9% | +6.9% | +4.7% | +3.0% | -0.0% | - | - | - | - | - | +14.6% |
| 2025 | +4.3% | -1.9% | -5.9% | -2.8% | +5.5% | -0.4% | +3.7% | -0.9% | +3.2% | +3.5% | +0.9% | +1.3% | +10.4% |
| 2024 | +4.7% | +4.1% | +5.3% | -2.2% | +0.7% | +3.5% | +0.5% | -0.1% | +1.6% | +1.0% | +7.5% | -2.7% | +26.1% |
| 2023 | +5.4% | +0.6% | -1.7% | -1.0% | +1.8% | +4.8% | +1.5% | -0.9% | -1.3% | -2.8% | +5.5% | +4.9% | +17.6% |
| 2022 | -2.9% | -1.2% | +2.9% | -0.8% | -3.4% | -6.6% | +7.2% | -1.9% | -5.2% | +5.5% | +2.3% | -5.0% | -9.6% |
| 2021 | +1.9% | +1.2% | +7.3% | +0.7% | +1.0% | +3.0% | +2.0% | +2.4% | -2.3% | +2.9% | +1.0% | +4.4% | +28.2% |
| 2020 | - | - | - | - | - | - | - | - | - | -0.5% | +5.8% | +1.7% | +7.0% |