Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PE500.PA Amundi PEA S&P 500 Screened UCITS ETF Acc • FR0013412285 | ETF | 56.0% | 0.25% |
PANX.PA Amundi PEA US Tech Screened UCITS ETF Acc • FR0013412269 | ETF | 14.0% | 0.3% |
FTGE.XETRA First Trust Eurozone AlphaDEX UCITS ETF Acc • IE00B8X9NY41 | ETF | 8.0% | 0.65% |
LUTI.XETRA Amundi STOXX Europe 600 Utilities UCITS ETF Acc • LU1834988864 | ETF | 6.0% | 0.3% |
ESIT.XETRA iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) • IE00BMW42413 | ETF | 6.0% | 0.18% |
PTPXE.PA Amundi PEA Japon (TOPIX) UCITS ETF EUR Acc • FR0013411980 | ETF | 5.0% | 0.2% |
PAASI.PA Amundi PEA Asie Emergente (MSCI Emerging Asia) Screened UCITS ETF EUR (C/D) • FR0013412012 | ETF | 5.0% | 0.3% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +1.0% | -5.4% | +10.9% | +6.2% | - | - | - | - | - | - | - | +14.0% |
| 2025 | +2.2% | -2.8% | -7.9% | -4.3% | +6.4% | +1.8% | +5.5% | -0.6% | +3.8% | +5.9% | -0.5% | +0.3% | +9.3% |
| 2024 | +4.2% | +3.4% | +3.6% | -1.6% | +2.3% | +6.0% | -0.8% | -1.0% | +1.5% | +1.0% | +6.7% | +0.0% | +28.0% |
| 2023 | +5.8% | +0.9% | +1.4% | -0.3% | +4.4% | +3.8% | +2.1% | -0.4% | -2.3% | -2.9% | +6.4% | +2.9% | +23.5% |
| 2022 | -5.9% | -2.4% | +4.4% | -3.3% | -3.6% | -6.6% | +10.7% | -2.1% | -6.1% | +3.9% | +0.4% | -6.3% | -17.1% |
| 2021 | +1.2% | +2.2% | +6.0% | +2.1% | -0.8% | +5.0% | +1.9% | +4.0% | -2.7% | +5.4% | +1.5% | +3.5% | +33.0% |
| 2020 | - | - | - | - | - | - | - | - | - | - | +0.1% | +2.1% | +2.2% |