Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WTCH.AS State Street SPDR MSCI World Technology UCITS ETF USD • IE00BYTRRD19 | ETF | 50.0% | 0.3% |
XDWS.XETRA Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09 | ETF | 25.0% | 0.25% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +3.3% | +0.1% | +0.5% | - | - | - | - | - | - | - | - | +6.2% |
| 2025 | +1.4% | -1.6% | -6.6% | -5.6% | +6.4% | +1.8% | +5.5% | -0.9% | +2.6% | +4.7% | -1.1% | -1.1% | +4.6% |
| 2024 | +4.5% | +3.2% | +4.1% | -1.1% | +1.4% | +6.7% | -1.6% | -1.0% | +0.1% | +1.4% | +7.3% | -0.9% | +26.3% |
| 2023 | +4.4% | +1.4% | +2.6% | +0.2% | +3.9% | +2.9% | +2.4% | +0.5% | -1.2% | -2.6% | +4.5% | +1.8% | +22.4% |
| 2022 | -1.2% | -0.5% | +5.7% | -0.2% | -1.8% | -7.4% | +11.2% | -0.6% | -6.6% | +7.2% | -1.1% | -6.8% | -3.8% |
| 2021 | +0.8% | +4.2% | +5.6% | +1.0% | -0.4% | +7.3% | +0.5% | +2.6% | +0.9% | +6.0% | +1.8% | +4.0% | +40.1% |
| 2020 | +1.0% | -10.0% | -10.3% | +10.8% | +1.7% | +2.8% | -1.9% | +5.9% | -3.9% | -4.6% | +12.4% | +2.2% | +3.5% |
| 2019 | +7.4% | +5.2% | +4.7% | +3.9% | -5.9% | +4.3% | +4.7% | -2.6% | +3.2% | -1.1% | +4.8% | +1.9% | +34.2% |
| 2018 | +0.9% | -1.6% | -3.3% | +4.6% | +6.6% | +0.8% | +1.5% | +2.8% | +0.8% | -4.9% | -2.1% | -8.6% | -3.3% |
| 2017 | -1.1% | +5.1% | +0.6% | -0.8% | -0.0% | -3.3% | -0.3% | -0.5% | +3.2% | +5.0% | -0.3% | +1.3% | +9.0% |
| 2016 | - | - | - | - | +7.0% | -0.2% | +3.8% | +1.1% | +1.4% | +1.0% | +3.7% | +2.6% | +22.0% |