Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 70.0% | 0.2% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 20.0% | 0.1% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +2.3% | -5.8% | +6.4% | - | - | - | - | - | - | - | - | +5.7% |
| 2025 | +4.2% | -1.5% | -5.0% | -2.8% | +4.3% | +0.5% | +4.0% | +0.1% | +3.8% | +4.2% | +0.4% | +0.5% | +12.8% |
| 2024 | +2.2% | +2.8% | +3.8% | -1.0% | +0.9% | +4.0% | +0.6% | +0.0% | +1.9% | +1.4% | +5.2% | -0.9% | +22.7% |
| 2023 | +4.5% | -0.6% | +1.0% | -0.1% | +1.9% | +2.1% | +2.2% | -0.7% | -1.6% | -2.0% | +4.7% | +3.4% | +15.5% |
| 2022 | -3.8% | -1.1% | +2.8% | -1.7% | -3.1% | -4.8% | +7.3% | -1.7% | -5.0% | +2.3% | +1.4% | -4.3% | -11.7% |
| 2021 | +0.7% | +0.9% | +4.2% | +1.2% | +0.5% | +2.9% | +1.1% | +2.2% | -1.7% | +3.6% | +0.6% | +2.9% | +20.7% |
| 2020 | +0.4% | -5.7% | -7.8% | +7.1% | +1.4% | +2.0% | +0.8% | +3.3% | -0.9% | -1.6% | +5.5% | +1.8% | +5.6% |
| 2019 | - | - | - | - | -0.6% | +3.6% | +2.9% | -0.1% | +1.6% | +0.2% | +2.6% | +1.6% | +12.3% |