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% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 15.0% | 0.25% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +0.9% | -6.1% | +11.5% | +5.3% | - | - | - | - | - | - | - | +12.0% |
| 2025 | +3.4% | -1.8% | -8.2% | -2.4% | +7.5% | +1.5% | +4.4% | -0.5% | +3.9% | +4.9% | -1.8% | +0.9% | +11.3% |
| 2024 | +3.9% | +4.4% | +3.7% | -2.2% | +2.7% | +5.8% | -1.4% | -0.2% | +1.2% | +0.3% | +5.9% | +0.3% | +26.8% |
| 2023 | +5.3% | +1.2% | +1.2% | +0.3% | +2.8% | +3.5% | +2.0% | -0.9% | -2.3% | -3.0% | +7.2% | +4.0% | +23.0% |
| 2022 | -6.1% | -2.6% | +4.0% | -3.4% | -3.4% | -6.9% | +9.7% | -2.5% | -6.4% | +5.2% | +1.6% | -5.3% | -16.3% |
| 2021 | +0.6% | +2.0% | +4.8% | +2.5% | -0.5% | +4.9% | +1.8% | +3.4% | -2.6% | +5.6% | +0.6% | +3.6% | +29.7% |
| 2020 | +1.2% | -8.5% | -10.3% | +8.8% | +3.0% | +3.9% | +0.0% | +6.0% | -1.2% | -3.8% | +9.6% | +3.4% | +10.5% |
| 2019 | +7.0% | +4.7% | +2.9% | +4.1% | -4.9% | +4.3% | +3.5% | -1.9% | +2.8% | +0.5% | +4.3% | +1.9% | +32.6% |
| 2018 | +2.0% | -1.3% | -3.6% | +4.0% | +3.7% | -0.3% | +2.2% | +1.8% | +0.5% | -6.1% | -0.5% | -7.1% | -5.3% |
| 2017 | +0.4% | +4.3% | +1.7% | +0.6% | +0.3% | -1.9% | -0.2% | -0.2% | +3.0% | +4.2% | -1.1% | +0.9% | +12.5% |
| 2016 | - | - | -0.1% | +0.7% | +2.7% | -2.1% | +4.6% | +0.2% | +0.6% | +0.4% | +2.7% | +3.6% | +13.8% |