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 | 10.0% | 0.25% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 10.0% | 0.35% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +1.9% | -6.9% | +13.8% | +5.5% | - | - | - | - | - | - | - | +18.4% |
| 2025 | +4.2% | -1.3% | -7.6% | -2.6% | +7.2% | +1.9% | +3.4% | -0.1% | +4.2% | +5.8% | -1.2% | +1.5% | +15.4% |
| 2024 | +3.1% | +4.5% | +4.1% | -2.1% | +2.8% | +4.5% | -1.3% | -0.4% | +0.8% | -0.7% | +4.6% | +0.1% | +21.5% |
| 2023 | +6.2% | +1.2% | +1.0% | -0.2% | +2.8% | +3.3% | +2.3% | -1.5% | -2.1% | -3.7% | +7.3% | +4.8% | +22.8% |
| 2022 | -5.9% | -2.3% | +3.2% | -3.2% | -2.3% | -7.8% | +9.4% | -3.1% | -6.7% | +4.8% | +3.6% | -5.1% | -15.8% |
| 2021 | - | - | - | - | - | - | - | +0.9% | -2.5% | +5.3% | +0.8% | +3.9% | +8.5% |