This European take on the Harry Browne Permanent Portfolio is an all-weather strategy designed to protect and grow wealth in any economic climate. With
it balances risk across diverse assets. This even split helps cushion market shocks and smooth long-term returns, offering peace of mind through all market cycles. It’s best suited for conservative, stability-seeking investors who value steady progress over chasing high returns.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 25.0% | 0.07% |
LYXF.XETRA Amundi Euro Government Bond 15+Y UCITS ETF Acc • LU1287023268 | ETF | 25.0% | 0.15% |
PRAB.XETRA Amundi Prime Euro Government Bond 0-1Y UCITS ETF Acc • LU2233156582 | ETF | 25.0% | 0.05% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 25.0% | 0.12% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +4.0% | -5.5% | +1.7% | - | - | - | - | - | - | - | - | +3.5% |
| 2025 | +3.9% | +1.4% | -1.3% | +1.3% | +0.9% | -1.3% | +0.9% | +0.1% | +3.6% | +3.0% | +1.3% | +1.3% | +16.1% |
| 2024 | +0.3% | +0.4% | +3.5% | +0.3% | +0.8% | +0.0% | +2.0% | +1.2% | +1.4% | +0.8% | +1.3% | -1.2% | +11.2% |
| 2023 | +3.8% | -1.6% | +2.3% | +0.3% | +0.3% | -0.3% | +0.1% | -0.1% | -2.7% | +0.5% | +3.4% | +3.1% | +9.3% |
| 2022 | -1.3% | -0.7% | +0.0% | -1.4% | -2.4% | -3.2% | +4.1% | -3.7% | -3.3% | +0.1% | +4.2% | -3.0% | -10.4% |
| 2021 | -1.1% | -2.2% | +2.3% | +0.6% | +1.7% | -0.5% | +2.2% | +0.6% | -2.0% | +2.1% | +0.4% | +1.1% | +5.0% |
| 2020 | - | - | - | - | - | - | - | - | - | +0.0% | +1.7% | +1.8% | +3.5% |