Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PE500.PA Amundi PEA S&P 500 Screened UCITS ETF Acc • FR0013412285 | ETF | 68.0% | 0.25% |
PANX.PA Amundi PEA US Tech Screened UCITS ETF Acc • FR0013412269 | ETF | 17.0% | 0.3% |
FTGE.XETRA First Trust Eurozone AlphaDEX UCITS ETF Acc • IE00B8X9NY41 | ETF | 4.0% | 0.65% |
LUTI.XETRA Amundi STOXX Europe 600 Utilities UCITS ETF Acc • LU1834988864 | ETF | 3.0% | 0.3% |
ESIT.XETRA iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) • IE00BMW42413 | ETF | 3.0% | 0.18% |
PTPXE.PA Amundi PEA Japon (TOPIX) UCITS ETF EUR Acc • FR0013411980 | ETF | 2.5% | 0.2% |
PAASI.PA Amundi PEA Asie Emergente (MSCI Emerging Asia) Screened UCITS ETF EUR (C/D) • FR0013412012 | ETF | 2.5% | 0.3% |
| Total | 100.0% | 0.27% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +0.1% | -5.0% | +11.1% | +6.3% | - | - | - | - | - | - | - | +12.7% |
| 2025 | +1.9% | -3.4% | -8.8% | -5.1% | +6.5% | +1.9% | +6.4% | -0.7% | +3.6% | +6.1% | -0.4% | +0.1% | +7.1% |
| 2024 | +4.6% | +3.7% | +3.7% | -1.5% | +2.3% | +6.9% | -1.1% | -1.2% | +1.5% | +1.8% | +7.3% | -0.1% | +31.2% |
| 2023 | +5.4% | +1.1% | +1.4% | -0.1% | +5.0% | +3.9% | +2.2% | +0.1% | -2.3% | -2.9% | +6.2% | +2.9% | +24.9% |
| 2022 | -6.1% | -2.4% | +5.4% | -3.6% | -4.1% | -6.3% | +11.3% | -1.8% | -5.7% | +3.9% | -0.9% | -6.8% | -17.2% |
| 2021 | +1.3% | +2.5% | +6.2% | +2.4% | -1.1% | +5.7% | +2.2% | +3.9% | -2.5% | +5.8% | +2.2% | +3.4% | +36.6% |
| 2020 | - | - | - | - | - | - | - | - | - | - | +0.1% | +1.8% | +1.9% |