L'obiettivo è crescita ma con protezione nelle varie fasi macroeconomiche. Il target per il drawdown è 25%
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IMIE.PA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 60.0% | 0.17% |
VGEA.XETRA Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating • IE00BH04GL39 | ETF | 15.0% | 0.07% |
ITPS.SW iShares USD TIPS UCITS ETF USD (Acc) • IE00B1FZSC47 | ETF | 10.0% | 0.1% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 10.0% | 0.12% |
VAGT.XETRA Vanguard USD Treasury Bond UCITS ETF Accumulating • IE00BGYWFS63 | ETF | 5.0% | 0.05% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.7% | -4.5% | +4.9% | - | - | - | - | - | - | - | - | +4.7% |
| 2025 | +3.2% | -1.1% | -4.5% | -2.6% | +3.2% | -0.1% | +3.5% | +0.1% | +3.1% | +3.5% | +0.3% | +0.3% | +9.0% |
| 2024 | +2.2% | +1.8% | +3.4% | -0.8% | +0.5% | +3.3% | +0.9% | -0.2% | +1.7% | +1.2% | +4.8% | -0.7% | +19.4% |
| 2023 | - | - | +0.4% | -0.5% | +1.9% | +1.3% | +1.4% | -0.3% | -1.5% | -1.7% | +3.8% | +3.0% | +7.8% |