Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
AME6.F Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) • LU1681040223 | ETF | 15.0% | 0.18% |
LEER.XETRA Amundi MSCI Eastern Europe Ex Russia UCITS ETF Acc • LU1900066462 | ETF | 5.0% | 0.5% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.8% | -5.7% | +2.0% | - | - | - | - | - | - | - | - | -0.4% |
| 2025 | +4.8% | -1.1% | -6.4% | -3.2% | +5.7% | +0.8% | +4.1% | -0.4% | +2.7% | +4.3% | -0.3% | +1.0% | +11.9% |
| 2024 | +2.5% | +3.5% | +3.4% | -1.6% | +1.5% | +4.2% | +0.3% | -0.2% | +1.5% | -0.1% | +5.6% | -0.9% | +21.2% |
| 2023 | +5.3% | +0.1% | +0.0% | +0.8% | +1.8% | +3.3% | +2.8% | -1.5% | -1.8% | -3.0% | +5.9% | +4.0% | +18.6% |
| 2022 | -4.2% | -2.9% | +3.9% | -2.5% | -2.8% | -6.4% | +8.9% | -2.1% | -6.3% | +4.0% | +2.4% | -4.9% | -13.3% |
| 2021 | +0.6% | +2.8% | +5.7% | +1.6% | +0.6% | +3.7% | +1.1% | +3.0% | -2.1% | +4.3% | -0.4% | +3.9% | +27.7% |
| 2020 | -1.1% | -8.4% | -12.6% | +9.7% | +2.2% | +2.5% | -0.0% | +4.9% | -1.5% | -2.7% | +10.2% | +2.4% | +3.1% |
| 2019 | - | - | - | - | - | - | -0.3% | -2.0% | +3.2% | +0.5% | +3.4% | +2.5% | +7.5% |