Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XNAS.XETRA Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 70.0% | 0.2% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +0.1% | -5.8% | +14.1% | +10.8% | +1.6% | -5.7% | - | - | - | - | - | +16.4% |
| 2025 | +2.7% | -4.0% | -8.5% | -3.5% | +8.2% | +2.9% | +5.6% | -1.6% | +5.1% | +6.7% | -2.4% | -0.2% | +10.1% |
| 2024 | +2.3% | +4.2% | +2.2% | -1.2% | +1.3% | +8.7% | -2.6% | -1.7% | +3.0% | +1.3% | +5.9% | +1.9% | +27.8% |
| 2023 | +8.1% | +0.7% | +4.3% | -1.3% | +9.0% | +3.8% | +3.4% | -0.9% | -1.7% | -3.4% | +6.9% | +4.5% | +37.7% |
| 2022 | -6.9% | -3.4% | +4.3% | -5.3% | -4.9% | -5.7% | +10.2% | -0.9% | -7.1% | -0.7% | +0.7% | -7.6% | -25.4% |
| 2021 | -2.3% | +0.9% | +3.3% | +2.1% | -2.0% | +8.0% | +0.3% | +4.0% | -2.6% | +5.2% | +3.5% | +1.6% | +23.6% |