Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYY.XETRA SPDR MSCI All Country World UCITS ETF (Acc) • IE00B44Z5B48 | ETF | 70.0% | 0.12% |
WELX.XETRA Amundi S&P Global Communication Services ESG UCITS ETF DR EUR (A) • IE000EFHIFG3 | ETF | 15.0% | 0.18% |
2B78.XETRA iShares Healthcare Innovation UCITS ETF • IE00BYZK4776 | ETF | 10.0% | 0.4% |
XMLH.XETRA L&G Healthcare Technology & Innovation UCITS ETF USD Acc • IE00BK5BC677 | ETF | 5.0% | 0.49% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.4% | -5.4% | +8.3% | +5.3% | +0.7% | -1.3% | +3.4% | - | - | - | - | +12.3% |
| 2025 | +5.4% | -3.3% | -8.3% | -3.5% | +6.2% | +1.7% | +4.7% | +0.3% | +3.2% | +5.2% | -0.0% | -0.4% | +10.5% |
| 2024 | +3.1% | +3.8% | +3.4% | -2.1% | +1.2% | +5.0% | -0.3% | -0.8% | +1.8% | +1.3% | +6.4% | -0.6% | +24.3% |
| 2023 | +5.9% | -0.5% | +0.6% | +0.4% | +2.9% | +2.9% | +2.9% | -1.2% | -2.1% | -4.3% | +6.1% | +4.8% | +19.2% |
| 2022 | - | - | - | - | - | - | - | - | - | +4.0% | +0.6% | -5.7% | -1.4% |