Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FTGE.XETRA First Trust Eurozone AlphaDEX UCITS ETF Acc • IE00B8X9NY41 | ETF | 30.0% | 0.65% |
ESIT.XETRA iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) • IE00BMW42413 | ETF | 25.0% | 0.18% |
EDM4.XETRA iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc) • IE00BHZPJ015 | ETF | 20.0% | 0.12% |
LUTI.XETRA Amundi STOXX Europe 600 Utilities UCITS ETF Acc • LU1834988864 | ETF | 15.0% | 0.3% |
LTCM.XETRA Amundi STOXX Europe 600 Telecommunications UCITS ETF Acc • LU1834988609 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.6% | +5.7% | -7.0% | +9.2% | +6.3% | +0.3% | - | - | - | - | - | - | +20.6% |
| 2025 | +6.1% | +2.3% | -2.8% | +1.0% | +6.3% | +0.3% | +0.0% | -0.2% | +3.9% | +4.1% | -0.4% | +2.2% | +24.8% |
| 2024 | +2.5% | +1.6% | +3.2% | -1.9% | +3.8% | -0.1% | +0.3% | +0.6% | +0.4% | -3.8% | +1.7% | +0.5% | +8.8% |
| 2023 | +8.6% | +1.7% | +1.1% | +0.0% | -0.2% | +2.9% | +1.0% | -3.0% | -3.3% | -3.0% | +9.5% | +3.2% | +19.0% |
| 2022 | -5.2% | -4.2% | -0.1% | -1.9% | -0.6% | -9.7% | +7.8% | -5.3% | -8.3% | +7.0% | +7.4% | -4.0% | -17.4% |
| 2021 | -0.4% | +1.8% | +6.7% | +2.2% | +1.9% | +1.1% | +2.5% | +4.3% | -4.8% | +4.0% | -2.4% | +4.4% | +22.8% |
| 2020 | - | - | - | - | - | - | - | - | - | - | +0.9% | +3.3% | +4.3% |