The Classic 60/40 Portfolio blends global growth with defensive strength through two highly diversified ETFs. With 60% in the iShares MSCI ACWI ETF covering worldwide equities and 40% in the iShares Global Aggregate Bond ETF (EUR Hedged) for stability, this portfolio strikes the perfect balance between return and risk. It benefits from quarterly rebalancing to maintain discipline and smooth performance over time. Ideal for investors who want global exposure, moderate volatility, and a proven long-term strategy that weathers market ups and downs while growing wealth steadily.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 60.0% | 0.2% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 40.0% | 0.1% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +1.5% | -4.0% | +3.0% | - | - | - | - | - | - | - | - | +1.0% |
| 2025 | +2.7% | -1.0% | -4.6% | -2.0% | +3.1% | +1.0% | +2.7% | -0.1% | +2.0% | +2.9% | -0.3% | +0.3% | +6.6% |
| 2024 | +1.6% | +1.9% | +2.5% | -1.7% | +0.9% | +3.4% | +0.7% | +0.2% | +1.4% | -0.0% | +4.7% | -1.0% | +15.4% |
| 2023 | +3.8% | -0.7% | +0.9% | +0.1% | +1.2% | +2.1% | +1.6% | -0.7% | -1.6% | -2.6% | +4.8% | +3.6% | +12.8% |
| 2022 | -3.5% | -1.6% | +1.3% | -2.5% | -2.1% | -4.4% | +6.6% | -2.1% | -5.2% | +2.1% | +1.3% | -3.7% | -13.5% |
| 2021 | +0.5% | +0.9% | +3.4% | +0.9% | -0.0% | +3.0% | +0.9% | +1.8% | -1.7% | +2.9% | +0.5% | +2.2% | +16.6% |
| 2020 | +0.3% | -4.8% | -6.9% | +5.4% | +1.3% | +1.7% | +0.3% | +2.7% | -0.5% | -1.3% | +5.7% | +1.2% | +4.4% |
| 2019 | +5.1% | +2.1% | +2.1% | +2.0% | -2.8% | +2.8% | +2.4% | -0.5% | +1.7% | +0.0% | +2.5% | +1.2% | +20.1% |
| 2018 | +0.5% | -1.4% | -1.8% | +1.8% | +1.9% | -0.1% | +1.4% | +0.8% | +0.1% | -3.3% | +0.6% | -4.3% | -4.0% |
| 2017 | - | - | - | - | - | - | - | - | - | - | - | -0.2% | -0.2% |