The Europe-Focused 60/40 Portfolio blends 60% European equities with 40% Eurozone government bonds, creating a balanced foundation for investors who want to grow wealth while managing volatility. It’s designed for euro-based investors who prefer staying close to home, benefiting from familiar markets and currency alignment. This mix provides equity-driven upside during expansions and bond-backed stability in downturns, a time-tested strategy for steady, moderate returns through Europe’s economic cycles.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBXA.XETRA Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 60.0% | 0.12% |
DBXN.XETRA Xtrackers II Eurozone Government Bond UCITS ETF 1C • LU0290355717 | ETF | 40.0% | 0.07% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.9% | -5.8% | +3.4% | - | - | - | - | - | - | - | - | +2.5% |
| 2025 | +4.3% | +2.5% | -3.1% | +0.2% | +3.2% | -1.0% | +0.4% | +0.5% | +1.2% | +2.1% | +0.4% | +1.5% | +12.5% |
| 2024 | +0.6% | +0.7% | +2.9% | -1.0% | +2.0% | -0.5% | +1.4% | +1.2% | +0.2% | -2.4% | +1.6% | -1.2% | +5.5% |
| 2023 | +4.6% | +0.0% | +0.9% | +1.6% | -1.3% | +1.3% | +1.1% | -1.3% | -2.0% | -2.0% | +5.1% | +3.8% | +12.2% |
| 2022 | -2.5% | -2.6% | -0.5% | -1.9% | -1.0% | -5.5% | +6.3% | -5.1% | -5.3% | +3.7% | +5.3% | -3.4% | -12.9% |
| 2021 | -1.2% | +0.9% | +3.9% | +1.0% | +1.7% | +1.3% | +1.8% | +1.1% | -2.3% | +2.8% | -1.1% | +3.3% | +13.7% |
| 2020 | -0.3% | -4.9% | -9.0% | +3.3% | +1.8% | +2.2% | -0.4% | +1.3% | -0.2% | -2.3% | +7.5% | +1.9% | -0.0% |
| 2019 | +4.5% | +2.3% | +2.0% | +2.5% | -2.7% | +3.6% | +0.8% | +0.1% | +2.1% | +0.1% | +1.4% | +1.4% | +19.3% |
| 2018 | +0.7% | -2.2% | -0.6% | +2.5% | -0.5% | +0.0% | +1.8% | -1.6% | +0.2% | -3.1% | -0.3% | -3.1% | -6.2% |
| 2017 | -1.1% | +2.2% | +1.9% | +1.2% | +1.3% | -1.7% | -0.1% | -0.3% | +2.3% | +1.3% | -1.1% | +0.3% | +6.2% |
| 2016 | -1.6% | -0.8% | +1.0% | +0.7% | +1.9% | -1.7% | +2.4% | +0.3% | +0.2% | -1.5% | +0.1% | +3.6% | +4.4% |
| 2015 | +6.8% | +4.7% | +1.4% | -0.3% | +0.3% | -3.9% | +3.5% | -5.9% | -2.3% | +5.7% | +1.6% | -3.3% | +7.6% |
| 2014 | +1.2% | +3.0% | -0.2% | +1.6% | +1.8% | +0.3% | -0.5% | +1.9% | +0.2% | -0.9% | +2.4% | -0.6% | +10.7% |
| 2013 | +1.6% | +0.6% | +1.1% | +2.3% | +0.4% | -3.7% | +3.6% | -0.7% | +3.1% | +2.9% | +0.7% | +0.3% | +12.6% |
| 2012 | +3.1% | +3.1% | -0.1% | -1.0% | -3.2% | +2.7% | +3.3% | +1.3% | +1.0% | +0.6% | +1.9% | +1.1% | +14.6% |
| 2011 | +0.3% | +1.3% | -2.3% | +2.2% | +0.2% | -1.8% | -1.5% | -4.8% | -2.1% | +3.6% | -1.7% | +2.6% | -4.3% |
| 2010 | -1.3% | +0.4% | +4.6% | -1.0% | -2.2% | -0.6% | +3.3% | +0.4% | +1.4% | +1.3% | -2.0% | +3.7% | +8.0% |
| 2009 | -2.9% | -5.0% | +1.5% | +8.5% | +3.6% | -1.6% | +6.4% | +3.1% | +2.1% | -1.2% | +0.7% | +3.6% | +19.8% |
| 2008 | -6.4% | -0.3% | -2.2% | +3.5% | -0.2% | -6.8% | +0.5% | +1.4% | -5.7% | -6.4% | -1.6% | -0.9% | -22.8% |
| 2007 | - | - | - | - | - | - | -2.9% | +0.9% | -0.1% | +1.8% | -1.8% | -1.1% | -3.3% |