Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
C50.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Acc • LU1681047236 | ETF | 70.0% | 0.09% |
PMEH.PA Amundi PEA Immobilier Europe (FTSE EPRA/NAREIT) UCITS ETF Acc • FR0011869304 | ETF | 15.0% | 0.4% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 15.0% | 0.3% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.6% | -9.9% | +6.9% | +4.1% | +4.4% | - | - | - | - | - | - | +10.5% |
| 2025 | +7.8% | +4.3% | -3.1% | -0.4% | +5.9% | -0.8% | +1.3% | +0.8% | +3.3% | +2.1% | +1.2% | +4.3% | +29.7% |
| 2024 | +2.2% | +3.4% | +5.9% | -1.7% | +2.8% | -2.4% | +0.8% | +1.6% | +1.3% | -3.3% | -0.5% | +3.2% | +13.6% |
| 2023 | +10.4% | +1.9% | -1.1% | +2.2% | -2.7% | +4.3% | +3.0% | -3.4% | -2.6% | -2.7% | +8.8% | +5.3% | +24.5% |
| 2022 | -2.1% | -6.3% | -0.0% | -2.7% | +0.7% | -10.1% | +7.5% | -5.7% | -6.6% | +8.4% | +10.6% | -3.5% | -11.6% |
| 2021 | -2.0% | +4.7% | +6.9% | +2.6% | +3.2% | +0.4% | +1.4% | +2.7% | -3.5% | +5.1% | -2.9% | +5.1% | +25.6% |
| 2020 | -1.9% | -8.4% | -18.8% | +4.6% | +4.3% | +5.7% | -1.4% | +3.1% | -2.7% | -6.4% | +18.2% | +1.8% | -6.3% |
| 2019 | +5.7% | +3.5% | +1.7% | +4.5% | -4.9% | +3.9% | +0.0% | -0.8% | +4.6% | +1.7% | +2.9% | +1.5% | +26.5% |
| 2018 | +3.0% | -4.7% | -1.8% | +5.4% | -3.2% | +0.0% | +3.7% | -3.7% | -0.1% | -5.7% | -0.8% | -4.9% | -12.7% |
| 2017 | -1.5% | +2.4% | +5.4% | +2.6% | +1.1% | -2.1% | +0.4% | -0.8% | +4.5% | +1.9% | -2.4% | -0.8% | +10.8% |
| 2016 | -8.7% | -3.1% | +2.8% | +1.9% | +2.3% | -7.8% | +4.8% | +1.9% | -1.2% | +1.3% | -0.1% | +7.7% | +0.4% |
| 2015 | +7.8% | +8.0% | +3.0% | -1.8% | +0.1% | -4.2% | +5.5% | -8.2% | -4.7% | +9.3% | +1.6% | -5.3% | +9.5% |
| 2014 | - | - | - | - | - | -0.7% | -2.4% | +1.7% | +1.2% | -2.8% | +4.2% | -3.9% | -2.8% |