Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ACWE.PA State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 50.0% | 0.12% |
WELU.XETRA Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A) • IE000E7EI9P0 | ETF | 50.0% | 0.18% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.3% | -1.2% | -4.8% | +13.3% | +11.1% | -2.9% | - | - | - | - | - | - | +13.6% |
| 2025 | +1.6% | -3.6% | -9.9% | -3.8% | +9.1% | +3.6% | +7.1% | -1.7% | +5.0% | +7.2% | -3.6% | -0.3% | +9.2% |
| 2024 | +5.7% | +5.3% | +3.1% | -3.1% | +3.1% | +9.6% | -2.9% | -1.0% | +1.4% | +1.4% | +6.8% | +0.3% | +33.1% |
| 2023 | +7.3% | +2.2% | +3.5% | -0.7% | +9.5% | +3.1% | +2.6% | -0.1% | -3.2% | -2.4% | +8.3% | +3.3% | +37.8% |
| 2022 | - | - | - | - | - | - | - | - | - | +7.2% | +0.0% | -6.9% | -0.2% |