Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 40.0% | 0% |
VAGF.XETRA Vanguard Global Aggregate Bond UCITS ETF EUR Hedged Accumulating • IE00BG47KH54 | ETF | 20.0% | 0.08% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 20.0% | 0.25% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 20.0% | 0.35% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.6% | +3.8% | -7.0% | +3.7% | +2.5% | -1.0% | -1.1% | - | - | - | - | - | +6.1% |
| 2025 | +5.4% | -0.5% | -1.1% | -0.4% | +2.0% | -1.1% | +2.6% | +1.1% | +5.9% | +3.5% | +2.5% | +1.7% | +23.6% |
| 2024 | +1.9% | +2.1% | +5.5% | +0.2% | +0.9% | +2.1% | +1.8% | +0.2% | +2.5% | +3.1% | +3.3% | -1.7% | +24.2% |
| 2023 | +3.3% | -1.4% | +1.3% | -0.4% | +0.6% | -0.5% | +1.6% | -0.3% | -2.1% | +1.2% | +2.5% | +2.9% | +8.8% |
| 2022 | -3.2% | +2.0% | +2.7% | -0.6% | -3.8% | -2.4% | +3.8% | -1.4% | -2.8% | +0.8% | +1.6% | -2.1% | -5.6% |
| 2021 | +1.1% | -2.2% | +2.4% | +1.7% | +1.4% | +0.1% | +1.6% | +1.3% | -1.0% | +2.7% | +0.2% | +1.4% | +11.1% |
| 2020 | +2.9% | -2.9% | -4.5% | +6.8% | +1.3% | +1.9% | +2.7% | +1.2% | -0.9% | -0.7% | +0.0% | +2.5% | +10.6% |
| 2019 | - | - | - | - | - | -0.1% | +3.2% | +3.2% | -0.9% | +0.1% | +0.8% | +1.3% | +7.6% |