Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 45.0% | 0.2% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 10.0% | 0.1% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 10.0% | 0.07% |
EWG2.STU EUWAX Gold II • DE000EWG2LD7 | ETF | 10.0% | 0% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +3.4% | -6.2% | +7.3% | - | - | - | - | - | - | - | - | +6.9% |
| 2025 | +4.3% | -1.1% | -4.5% | -2.6% | +4.4% | +0.5% | +3.5% | +0.4% | +3.6% | +3.9% | +0.4% | +1.0% | +14.2% |
| 2024 | +1.3% | +2.7% | +3.8% | -0.8% | +1.0% | +3.1% | +1.4% | -0.3% | +1.9% | +0.7% | +4.6% | -1.3% | +19.5% |
| 2023 | +4.9% | -0.6% | +0.4% | -0.2% | +1.3% | +2.4% | +2.4% | -1.4% | -1.6% | -2.7% | +5.0% | +4.0% | +14.3% |
| 2022 | -3.7% | -1.0% | +2.3% | -1.6% | -2.7% | -5.1% | +6.9% | -1.6% | -5.8% | +2.5% | +2.5% | -4.0% | -11.3% |
| 2021 | +1.0% | +1.6% | +4.5% | +1.3% | +0.7% | +2.9% | +0.5% | +2.2% | -1.7% | +3.5% | -0.2% | +3.2% | +21.2% |
| 2020 | -0.4% | -6.6% | -9.8% | +7.9% | +1.8% | +2.4% | +0.8% | +3.4% | -0.8% | -1.3% | +6.6% | +2.8% | +5.6% |
| 2019 | +6.9% | +2.8% | +1.9% | +2.6% | -4.1% | +3.9% | +2.5% | -0.9% | +2.3% | +0.3% | +2.9% | +2.3% | +25.6% |
| 2018 | - | - | - | +1.8% | +2.6% | -1.0% | +1.5% | +0.5% | +0.1% | -4.2% | +0.8% | -5.5% | -3.6% |