HomePortfoliosAvantis Active Managed Global (DM & EM) All-Cap Equity Portfolio

Avantis Active Managed Global (DM & EM) All-Cap Equity Portfolio

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).

Annual Rebalancing
EUR
Moderate Risk
1.3yr backtest

Performance Summary

Total Return+17.24%
Annualized Return+12.56%
Volatility+15.50%
Sharpe Ratio0.68
Max Drawdown+21.09%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Actively managed global equity portfolio targeting undervalued, high-profitability companies across developed and emerging markets for long-term outperformance
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD AccIE000RJECXS5
ETF
85.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD AccIE000K975W13
ETF
15.0%0.35%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €11,723.83
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 17 months (71%)
Monthly Returns Heatmap
Best month: +7.9% • Worst month: -6.7% • Best year: 2025 (+10.9%) • Worst year: 2024 (-2.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
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%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.09% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.1%.

Detailed Metrics

Returns
Total Return
+17.24%
Annualized Return
+12.56%
Avg Monthly Return
+1.02%
Risk
Volatility (Annual)
+15.50%
Max Drawdown
+21.09%
Positive Months
71%
Average Drawdown
-4.2%
Risk-Adjusted
Sharpe Ratio
0.68
Risk-free rate: 2.0%
Sortino Ratio
0.62
Downside risk adjusted
Return/Volatility
0.81
Calmar Ratio
0.60
Return/Max Drawdown
Ulcer Index
5.54
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
11,723.83
Backtest Period
2024-12-12 to 2026-04-17
1.3 years
Rebalancing
annual
Base Currency
EUR