Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWD.XETRA Xtrackers MSCI World UCITS ETF 1C • IE00BJ0KDQ92 | ETF | 60.0% | 0.12% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 10.0% | 0.18% |
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +2.2% | -5.7% | +2.2% | - | - | - | - | - | - | - | - | +0.4% |
| 2025 | +4.8% | -1.1% | -6.6% | -3.4% | +5.8% | +0.6% | +3.9% | +0.1% | +2.6% | +4.2% | +0.0% | +0.9% | +11.9% |
| 2024 | +2.5% | +3.2% | +3.9% | -1.8% | +1.6% | +3.4% | +0.6% | -0.1% | +1.2% | +0.1% | +5.7% | -1.0% | +20.8% |
| 2023 | +5.4% | +0.4% | -0.1% | +0.4% | +1.3% | +3.5% | +2.5% | -1.3% | -1.3% | -3.7% | +5.9% | +4.0% | +18.0% |
| 2022 | -4.2% | -2.2% | +3.3% | -1.9% | -2.6% | -6.6% | +8.7% | -2.1% | -6.2% | +4.4% | +2.4% | -5.0% | -12.5% |
| 2021 | +0.7% | +3.2% | +5.9% | +1.4% | +0.6% | +3.8% | +1.0% | +2.6% | -1.9% | +4.4% | -0.2% | +4.3% | +28.5% |
| 2020 | -1.0% | -8.3% | -12.2% | +8.7% | +2.2% | +2.2% | -0.8% | +5.0% | -0.9% | -2.8% | +10.7% | +2.1% | +2.5% |
| 2019 | +7.9% | +3.3% | +2.3% | +3.4% | -5.2% | +4.0% | +2.7% | -2.0% | +3.6% | +0.3% | +3.8% | +2.2% | +29.0% |
| 2018 | +1.5% | -2.3% | -3.1% | +3.8% | +2.3% | -0.6% | +2.6% | +0.3% | +0.7% | -5.2% | +0.5% | -7.5% | -7.4% |
| 2017 | - | - | - | - | - | - | - | - | +1.4% | +3.3% | -0.4% | +1.3% | +5.5% |