Actively managed global equity portfolio built with two Avantis UCITS ETFs, investing in large, mid and small cap stocks across developed and emerging markets. The strategy overweights companies with low valuations and high profitability compared with traditional market‑cap weighted indexes, and seeks to outperform broad benchmarks such as MSCI World IMI and MSCI Emerging Markets IMI over the long term. Approximate blended ongoing charges: 0.24% per year (TER).
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5 | ETF | 85.0% | 0.22% |
AVEM.XETRA Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13 | ETF | 15.0% | 0.35% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +3.7% | -5.5% | +7.9% | - | - | - | - | - | - | - | - | +8.9% |
| 2025 | +4.6% | -2.0% | -6.7% | -4.5% | +6.4% | +0.9% | +4.4% | +0.5% | +2.4% | +3.4% | +0.7% | +0.9% | +10.9% |
| 2024 | - | - | - | - | - | - | - | - | - | - | - | -2.9% | -2.9% |