Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYHLT.SW Amundi STOXX Europe 600 Healthcare UCITS ETF Acc • LU1834986900 | ETF | 20.0% | 0.3% |
LUTI.XETRA Amundi STOXX Europe 600 Utilities UCITS ETF Acc • LU1834988864 | ETF | 20.0% | 0.3% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 20.0% | 0% |
COSW.PA Lyxor MSCI World Consumer Staples TR UCITS ETF - Acc (EUR) • LU0533032263 | ETF | 20.0% | 0.3% |
MTD.PA Amundi Euro Government Bond 7-10Y UCITS ETF Acc • LU1287023185 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.3% | +5.4% | -6.0% | +0.4% | -0.4% | -1.2% | - | - | - | - | - | - | +3.2% |
| 2025 | +3.7% | +2.2% | -0.9% | +0.8% | +0.9% | -2.1% | +0.3% | +0.5% | +2.3% | +4.3% | +3.0% | +0.7% | +16.8% |
| 2024 | +1.0% | -1.2% | +3.9% | +0.9% | +1.3% | +0.6% | +2.9% | +2.2% | +0.8% | -1.1% | +1.0% | -2.4% | +10.1% |
| 2023 | +1.6% | -0.8% | +3.7% | +2.3% | -0.9% | -19.2% | +0.6% | -0.5% | -2.4% | +0.5% | +2.9% | +2.2% | -11.6% |
| 2022 | -2.3% | +1.0% | +1.2% | +2.2% | -3.7% | -2.8% | +4.7% | -4.1% | -4.3% | +2.2% | +3.4% | -2.3% | -5.3% |
| 2021 | -0.8% | -3.9% | +4.7% | +0.6% | +2.1% | +0.8% | +2.1% | +1.7% | -3.3% | +3.1% | +0.4% | +3.8% | +11.5% |
| 2020 | +3.8% | -3.6% | -4.8% | +5.2% | +1.2% | +1.4% | +1.8% | -0.9% | -0.0% | -2.3% | +2.1% | +1.4% | +5.1% |
| 2019 | +4.1% | +2.0% | +2.8% | -0.1% | -0.1% | +3.5% | +2.5% | +3.8% | +0.8% | -0.4% | +0.8% | +1.5% | +23.3% |
| 2018 | -0.9% | -3.3% | +1.4% | +1.3% | +0.8% | +0.8% | +1.0% | -0.4% | -0.7% | -0.4% | +2.3% | -1.8% | -0.2% |
| 2017 | -0.9% | +4.8% | +1.1% | -0.3% | +2.1% | -2.0% | -2.3% | +1.1% | +0.0% | +0.9% | -0.5% | -0.5% | +3.5% |
| 2016 | -0.1% | +0.3% | -0.3% | +0.9% | +1.4% | +2.1% | +0.9% | -0.8% | -0.5% | -2.0% | -3.1% | +2.3% | +0.9% |
| 2015 | +8.3% | +1.0% | +2.0% | -2.1% | +2.1% | -3.8% | +2.3% | -2.9% | -2.6% | +5.1% | +0.5% | -1.8% | +7.6% |
| 2014 | +1.4% | +4.7% | -0.2% | +0.7% | +2.9% | +2.6% | -0.5% | +1.5% | +2.2% | -1.7% | +3.5% | +0.0% | +18.2% |
| 2013 | -0.1% | +1.4% | +3.7% | +1.3% | -0.7% | -4.6% | +2.7% | -0.1% | +0.4% | +2.3% | -0.5% | -1.4% | +4.3% |
| 2012 | +1.9% | +1.4% | -0.0% | -0.3% | +0.1% | +2.3% | +4.4% | +1.1% | +0.7% | -0.5% | -1.0% | -0.1% | +10.2% |
| 2011 | -2.0% | +1.9% | -1.6% | +1.6% | +3.0% | -2.5% | +1.5% | -0.5% | -0.3% | +1.3% | +0.4% | +2.1% | +4.8% |
| 2010 | - | - | - | - | - | - | - | - | - | +0.7% | +1.2% | +1.6% | +3.6% |