Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 80.0% | 0.38% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 20.0% | 0.3% |
| Total | 100.0% | 0.36% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.9% | -5.7% | +2.0% | - | - | - | - | - | - | - | - | -0.1% |
| 2025 | +3.8% | -1.8% | -6.8% | -3.9% | +5.8% | +1.3% | +4.7% | -0.5% | +3.4% | +4.4% | -0.7% | +0.3% | +9.7% |
| 2024 | +2.6% | +3.6% | +3.3% | -1.4% | +0.8% | +4.7% | +0.2% | -0.3% | +2.6% | +0.6% | +6.0% | -0.4% | +24.3% |
| 2023 | +5.5% | -0.5% | +0.2% | -0.2% | +1.9% | +3.7% | +2.8% | -1.5% | -1.4% | -3.5% | +5.3% | +3.3% | +16.2% |
| 2022 | -4.0% | -2.5% | +3.5% | -2.2% | -3.6% | -5.3% | +8.5% | -1.3% | -6.2% | +2.7% | +2.3% | -5.7% | -13.9% |
| 2021 | +1.3% | +2.7% | +5.1% | +1.4% | -0.1% | +4.4% | +0.3% | +2.8% | -1.9% | +4.4% | +0.1% | +3.3% | +26.4% |
| 2020 | -0.0% | -7.9% | -11.3% | +9.2% | +1.6% | +2.8% | +0.3% | +4.9% | -0.7% | -1.7% | +8.8% | +2.5% | +6.8% |
| 2019 | - | - | - | - | -1.9% | +3.9% | +3.0% | -2.2% | +3.3% | +0.1% | +3.9% | +1.5% | +12.1% |