The 80% allocation to a global ETF (WEBN.XETRA) provides a stable foundation, tracking thousands of companies across regions. The 13% allocation to small-cap value stocks (AVWS.XETRA) introduces a factor tilt toward undervalued companies, which tend to outperform over time. Meanwhile, the 7% allocation to emerging markets (IS3N.XETRA) captures growth in economies with expanding middle classes.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9 | ETF | 80.0% | 0.07% |
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3 | ETF | 13.0% | 0.39% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 7.0% | 0.18% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.6% | -5.3% | +8.8% | +5.5% | +1.7% | - | - | - | - | - | - | +15.5% |
| 2025 | +4.1% | -2.3% | -6.9% | -4.3% | +6.3% | +1.1% | +4.7% | +0.3% | +2.7% | +4.2% | -0.2% | +0.7% | +10.0% |
| 2024 | - | - | - | - | - | - | - | - | - | +0.3% | +6.7% | -1.5% | +5.3% |