Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 65.0% | 0.38% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 25.0% | 0.07% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.4% | -5.9% | +7.9% | +5.3% | +1.8% | -0.9% | +3.1% | - | - | - | - | +15.8% |
| 2025 | +4.3% | -0.7% | -6.3% | -3.0% | +5.7% | +0.5% | +3.7% | -0.1% | +2.7% | +3.9% | -0.2% | +0.9% | +11.5% |
| 2024 | +2.6% | +3.2% | +3.6% | -1.5% | +1.6% | +3.3% | +0.5% | +0.1% | +1.6% | -0.2% | +5.2% | -0.4% | +21.3% |
| 2023 | +5.7% | +0.3% | +0.1% | +0.6% | +0.9% | +3.4% | +2.5% | -1.5% | -1.5% | -3.5% | +5.7% | +3.6% | +17.0% |
| 2022 | -4.1% | -2.7% | +3.2% | -1.9% | -3.0% | -6.1% | +8.7% | -2.3% | -6.1% | +3.9% | +2.9% | -5.1% | -13.0% |
| 2021 | +0.6% | +2.8% | +5.6% | +1.8% | +0.6% | +3.8% | +1.2% | +2.7% | -2.2% | +4.8% | -0.4% | +3.9% | +27.8% |
| 2020 | +0.0% | -8.3% | -11.8% | +8.6% | +2.2% | +2.6% | -0.1% | +4.6% | -0.9% | -2.7% | +10.1% | +2.3% | +4.5% |
| 2019 | - | - | - | - | -1.9% | +4.0% | +2.5% | -1.9% | +3.4% | +0.3% | +3.8% | +1.4% | +11.9% |