Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
JREG.XETRA JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) • IE00BF4G6Y48 | ETF | 50.0% | 0.25% |
XDWD.XETRA Xtrackers MSCI World UCITS ETF 1C • IE00BJ0KDQ92 | ETF | 50.0% | 0.12% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +1.2% | -4.8% | +8.2% | +5.3% | +0.3% | - | - | - | - | - | - | +10.7% |
| 2025 | +4.2% | -2.4% | -7.9% | -4.1% | +6.3% | +0.8% | +4.7% | -0.5% | +2.4% | +4.3% | -0.3% | +0.4% | +7.3% |
| 2024 | +3.5% | +3.9% | +3.6% | -1.9% | +1.3% | +4.9% | +0.1% | -0.3% | +1.3% | +1.1% | +7.2% | -1.3% | +25.7% |
| 2023 | +4.9% | +0.8% | +0.1% | +0.3% | +2.7% | +3.8% | +2.3% | -0.4% | -1.6% | -3.5% | +6.0% | +4.0% | +20.8% |
| 2022 | -5.5% | -1.9% | +4.7% | -2.6% | -3.5% | -6.3% | +10.3% | -1.7% | -5.6% | +4.5% | +0.4% | -5.8% | -13.4% |
| 2021 | +0.4% | +3.3% | +6.4% | +1.7% | -0.1% | +4.7% | +1.9% | +3.1% | -2.0% | +5.3% | +0.9% | +4.3% | +34.0% |
| 2020 | +0.2% | -8.6% | -10.9% | +9.7% | +2.5% | +1.9% | -0.4% | +6.3% | -1.2% | -2.7% | +9.7% | +1.5% | +6.0% |
| 2019 | +7.7% | +4.0% | +2.5% | +3.7% | -4.7% | +3.9% | +3.8% | -1.8% | +3.3% | -0.1% | +4.4% | +1.6% | +31.7% |
| 2018 | - | - | - | - | - | - | - | - | - | -0.7% | +0.6% | -8.2% | -8.3% |