Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 55.0% | 0.35% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 15.0% | 0.25% |
XNAS.XETRA Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 15.0% | 0.2% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.6% | +1.3% | -8.4% | +28.4% | +21.6% | +9.6% | - | - | - | - | - | - | +75.7% |
| 2025 | +2.6% | -5.3% | -11.3% | -4.5% | +10.9% | +8.7% | +4.3% | -1.1% | +10.0% | +13.4% | -3.7% | +1.8% | +25.1% |
| 2024 | +3.2% | +7.9% | +4.0% | -3.0% | +3.8% | +9.9% | -5.8% | -3.0% | +1.3% | -0.9% | +3.7% | +2.3% | +24.7% |
| 2023 | +11.3% | +2.1% | +5.6% | -5.9% | +14.9% | +3.3% | +3.2% | -2.2% | -3.1% | -4.5% | +10.8% | +7.9% | +49.5% |
| 2022 | -9.9% | -1.2% | +2.7% | -7.1% | -1.6% | -10.7% | +12.4% | -4.0% | -9.0% | +0.6% | +5.9% | -8.4% | -28.6% |
| 2021 | - | - | - | - | - | - | - | +0.9% | -2.4% | +5.4% | +8.1% | +3.3% | +16.0% |