Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WPEA.PA iShares MSCI World Swap PEA UCITS ETF EUR (Acc) • IE0002XZSHO1 | ETF | 50.0% | 0.2% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 30.0% | 0.3% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +3.3% | -6.8% | +9.0% | +6.3% | +1.8% | -2.3% | +3.2% | - | - | - | - | +17.7% |
| 2025 | +4.2% | -0.1% | -5.3% | -3.1% | +5.2% | +1.2% | +3.7% | -0.2% | +3.7% | +4.2% | -0.7% | +1.0% | +14.1% |
| 2024 | - | - | - | -0.4% | +0.9% | +3.3% | +0.5% | -0.0% | +2.9% | -0.7% | +4.0% | -0.2% | +10.8% |