Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 40.0% | 0.38% |
SXR7.XETRA iShares Core MSCI EMU UCITS ETF EUR (Acc) • IE00B53QG562 | ETF | 20.0% | 0.12% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 20.0% | 0.3% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +1.3% | -7.3% | +2.3% | - | - | - | - | - | - | - | - | -1.4% |
| 2025 | +6.4% | +3.2% | -3.9% | -1.3% | +7.2% | -0.2% | +4.5% | +0.7% | +2.9% | +2.4% | +1.6% | +3.3% | +29.6% |
| 2024 | +2.9% | +2.6% | +6.1% | -0.5% | +2.8% | -0.3% | +1.6% | +0.3% | +1.0% | -0.7% | +2.6% | +1.1% | +21.0% |
| 2023 | +8.4% | +2.3% | -2.9% | +1.6% | -0.6% | +4.6% | +3.0% | -1.7% | -1.6% | -3.4% | +7.0% | +3.3% | +20.8% |
| 2022 | -2.2% | -5.2% | +1.5% | -2.3% | +0.0% | -8.3% | +7.0% | -2.9% | -5.0% | +6.8% | +5.0% | -3.3% | -9.7% |
| 2021 | -1.3% | +6.3% | +5.9% | +2.7% | +2.6% | +1.3% | +1.2% | +2.9% | -1.1% | +4.7% | -2.7% | +4.9% | +30.5% |
| 2020 | -1.3% | -8.4% | -17.3% | +7.2% | +3.3% | +3.8% | -1.6% | +4.7% | -2.9% | -3.6% | +15.7% | +1.9% | -2.5% |
| 2019 | +6.3% | +4.8% | +0.7% | +5.0% | -6.4% | +4.0% | +1.2% | -2.4% | +4.4% | +0.9% | +3.7% | +1.7% | +25.7% |
| 2018 | +3.2% | -3.2% | -3.6% | +4.2% | -1.4% | -0.1% | +3.4% | -2.1% | +0.6% | -6.0% | -0.1% | -7.2% | -12.3% |
| 2017 | -0.2% | +2.4% | +4.3% | +1.6% | +0.0% | -1.1% | +0.5% | -1.3% | +3.8% | +1.8% | -1.4% | +0.0% | +10.7% |
| 2016 | -9.2% | -1.7% | +1.6% | +1.8% | +2.5% | -6.6% | +5.0% | +1.6% | -0.5% | +2.6% | +2.1% | +5.6% | +3.9% |
| 2015 | +4.6% | +8.0% | +3.9% | -1.4% | +1.7% | -3.4% | +3.8% | -8.9% | -4.4% | +7.9% | +2.8% | -4.7% | +8.5% |
| 2014 | -2.1% | +4.0% | -0.2% | +0.2% | +3.5% | -0.1% | -1.4% | +1.8% | +2.3% | -2.2% | +3.9% | -1.6% | +8.1% |