The Global 5 ETF All-Cap Equity Portfolio spreads investments across the U.S., Europe, Japan, emerging markets, and global small caps. It captures the full spectrum of global equities, from dominant multinationals to fast-growing smaller firms. This even-handed, regionally diversified approach reduces concentration risk and broadens growth potential beyond any single market. Its strength is global balance and exposure to all market tiers. Designed for long-term investors seeking broad diversification, growth potential, and control over regional weights without relying on a single all-world fund.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SP5C.PA Amundi Core S&P 500 Swap UCITS ETF Acc • LU1135865084 | ETF | 44.0% | 0.05% |
DBXA.XETRA Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 27.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 11.0% | 0.18% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
EUNN.XETRA iShares Core MSCI Japan IMI UCITS ETF • IE00B4L5YX21 | ETF | 8.0% | 0.12% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.8% | -6.2% | +8.6% | - | - | - | - | - | - | - | - | +6.9% |
| 2025 | +4.3% | -1.1% | -6.3% | -3.4% | +5.8% | +0.6% | +3.8% | +0.3% | +2.5% | +4.0% | -0.1% | +0.8% | +11.0% |
| 2024 | +2.6% | +3.4% | +3.8% | -1.7% | +1.4% | +3.6% | +0.8% | -0.4% | +1.3% | -0.0% | +5.6% | -0.9% | +21.0% |
| 2023 | +5.4% | +0.4% | -0.2% | +0.2% | +1.6% | +3.4% | +2.6% | -1.2% | -1.6% | -3.6% | +5.7% | +3.8% | +17.3% |
| 2022 | -4.4% | -2.0% | +2.9% | -1.9% | -2.7% | -6.4% | +9.1% | -2.0% | -6.2% | +3.9% | +2.3% | -5.0% | -12.5% |
| 2021 | +1.0% | +3.0% | +5.8% | +1.5% | +0.1% | +4.0% | +0.9% | +2.9% | -1.6% | +4.2% | -0.1% | +4.0% | +28.7% |
| 2020 | -0.6% | -8.6% | -11.7% | +9.1% | +2.4% | +2.2% | -0.5% | +5.0% | -0.7% | -2.2% | +9.6% | +2.4% | +4.3% |
| 2019 | +9.0% | +3.5% | +2.3% | +3.5% | -5.1% | +3.9% | +3.0% | -2.1% | +3.7% | +0.3% | +4.0% | +1.8% | +30.7% |
| 2018 | - | - | - | - | +4.2% | -0.5% | +2.5% | +1.2% | +0.5% | -5.1% | +0.7% | -9.0% | -6.0% |