Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 35.0% | 0.07% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 35.0% | 0.17% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 15.0% | 0.25% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 15.0% | 0.35% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.5% | +2.5% | -7.4% | +15.4% | +5.7% | - | - | - | - | - | - | - | +22.2% |
| 2025 | +4.8% | -1.2% | -7.5% | -2.7% | +7.0% | +1.9% | +2.7% | +0.2% | +4.4% | +6.0% | -0.8% | +1.8% | +16.9% |
| 2024 | +3.0% | +4.9% | +4.4% | -2.1% | +2.8% | +4.1% | -1.5% | -0.6% | +0.7% | -1.0% | +4.2% | -0.1% | +20.1% |
| 2023 | +6.0% | +1.1% | +0.6% | -0.5% | +2.4% | +3.3% | +2.3% | -1.7% | -1.9% | -3.9% | +7.2% | +5.2% | +21.4% |
| 2022 | -6.0% | -2.0% | +3.1% | -3.4% | -1.8% | -8.1% | +9.0% | -3.1% | -6.6% | +4.8% | +4.2% | -5.0% | -15.2% |
| 2021 | - | - | - | - | - | - | - | +0.7% | -2.4% | +5.3% | +0.8% | +3.8% | +8.4% |