Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
UETW.XETRA UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59 | ETF | 75.0% | 0.06% |
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 15.0% | 0.14% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.08% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.9% | -5.1% | +9.8% | +6.9% | +1.4% | -2.6% | +3.8% | - | - | - | - | +16.4% |
| 2025 | +4.0% | -2.8% | -8.0% | -3.9% | +6.9% | +1.4% | +5.0% | -0.7% | +3.2% | +4.9% | -0.9% | +0.1% | +8.6% |
| 2024 | +3.2% | +3.9% | +3.3% | -1.7% | +1.3% | +5.9% | -0.6% | -0.6% | +1.8% | +1.2% | +6.9% | -0.4% | +26.6% |
| 2023 | +5.9% | +0.1% | +1.4% | +0.2% | +3.3% | +4.1% | +2.9% | -2.5% | -1.5% | -3.5% | +6.1% | +3.9% | +21.7% |
| 2022 | - | - | - | - | - | - | - | - | - | - | +0.1% | -5.6% | -5.4% |