Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FTGE.XETRA First Trust Eurozone AlphaDEX UCITS ETF Acc • IE00B8X9NY41 | ETF | 40.0% | 0.65% |
ESIT.XETRA iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) • IE00BMW42413 | ETF | 30.0% | 0.18% |
LUTI.XETRA Amundi STOXX Europe 600 Utilities UCITS ETF Acc • LU1834988864 | ETF | 30.0% | 0.3% |
| Total | 100.0% | 0.40% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.7% | +5.4% | -6.6% | +9.7% | +5.4% | - | - | - | - | - | - | - | +21.5% |
| 2025 | +5.6% | +1.7% | -2.1% | +1.7% | +6.6% | +1.1% | -0.1% | -0.8% | +4.7% | +4.9% | -0.0% | +2.1% | +28.0% |
| 2024 | +2.0% | +0.9% | +3.1% | -1.8% | +3.8% | -0.1% | +0.4% | +0.1% | +0.4% | -4.6% | +2.1% | +0.3% | +6.5% |
| 2023 | +7.8% | +1.2% | +1.5% | -0.1% | +0.5% | +3.3% | +0.8% | -2.9% | -3.8% | -2.7% | +9.9% | +3.4% | +19.5% |
| 2022 | -6.2% | -3.1% | -0.5% | -2.0% | -1.0% | -10.7% | +9.0% | -5.7% | -8.2% | +7.3% | +7.6% | -3.6% | -17.8% |
| 2021 | -0.5% | +0.8% | +6.6% | +2.1% | +1.6% | +0.6% | +2.9% | +5.0% | -5.5% | +5.2% | -2.6% | +4.7% | +22.2% |
| 2020 | - | - | - | - | - | - | - | - | - | - | +0.8% | +3.9% | +4.8% |