Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 50.0% | 0.07% |
CSX5.LSE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) • IE00B53L3W79 | ETF | 30.0% | 0.1% |
PRAM.XETRA Amundi Prime Emerging Markets UCITS ETF DR (C) • LU2300295123 | ETF | 20.0% | 0.1% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +1.8% | -6.5% | +9.0% | +6.1% | +2.0% | -1.7% | +3.7% | - | - | - | - | +16.6% |
| 2025 | +4.8% | -1.2% | -6.4% | -3.9% | +6.0% | +1.0% | +4.0% | -0.4% | +3.5% | +4.2% | -0.5% | +0.5% | +11.4% |
| 2024 | +2.7% | +4.6% | +3.7% | -1.7% | +1.1% | +4.0% | -0.4% | -0.2% | +2.1% | +0.1% | +4.7% | +0.1% | +22.7% |
| 2023 | +6.0% | +0.3% | +0.8% | +0.1% | +1.7% | +4.0% | +2.5% | -1.7% | -2.0% | -3.2% | +6.3% | +3.6% | +19.6% |
| 2022 | -3.8% | -3.2% | +2.8% | -2.1% | -2.3% | -6.3% | +8.5% | -1.7% | -6.0% | +4.5% | +3.1% | -5.3% | -12.2% |
| 2021 | - | - | - | - | - | - | - | - | +0.6% | +4.5% | -0.2% | +3.8% | +8.8% |