Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 90.0% | 0.07% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 5.0% | 0.07% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.08% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.9% | +0.8% | -4.7% | +9.6% | - | - | - | - | - | - | - | - | +4.4% |
| 2025 | +3.2% | -3.4% | -8.8% | -4.9% | +6.5% | +1.0% | +5.1% | +0.4% | +2.7% | +4.3% | -0.2% | -0.3% | +4.7% |
| 2024 | +4.1% | +4.0% | +3.7% | -2.0% | +1.0% | +6.8% | -0.4% | -0.7% | +1.8% | +2.0% | +8.1% | -0.0% | +31.8% |
| 2023 | +4.3% | +1.1% | +0.1% | +0.2% | +3.3% | +4.4% | +2.6% | +0.0% | -2.0% | -3.3% | +6.0% | +4.0% | +22.2% |
| 2022 | -5.0% | -1.7% | +5.9% | -3.2% | -3.9% | -5.9% | +10.8% | -0.9% | -5.7% | +4.7% | -2.4% | -5.6% | -13.6% |
| 2021 | +0.8% | +3.5% | +6.6% | +2.5% | -0.4% | +4.8% | +2.1% | +3.6% | -2.0% | +5.7% | +1.7% | +3.8% | +37.5% |
| 2020 | +1.8% | -9.3% | -9.5% | +10.2% | +2.4% | +1.0% | +0.1% | +7.1% | -1.8% | -2.6% | +7.0% | +2.6% | +7.6% |
| 2019 | +7.6% | +4.2% | +2.7% | +4.1% | -5.0% | +3.9% | +5.2% | -2.7% | +3.3% | -0.3% | +5.2% | +1.1% | +32.5% |
| 2018 | +0.5% | -1.1% | -4.2% | +4.4% | +4.2% | +1.5% | +2.1% | +2.6% | +1.0% | -5.0% | +1.1% | -8.2% | -2.0% |
| 2017 | -0.9% | +6.5% | -0.8% | -0.7% | -1.9% | -1.2% | -0.9% | -0.5% | +2.7% | +4.0% | +0.3% | +1.7% | +8.3% |
| 2016 | -7.0% | +2.6% | +1.3% | -0.0% | +3.5% | -0.1% | +4.9% | -0.9% | +0.0% | -0.1% | +6.9% | +3.1% | +14.5% |
| 2015 | +3.7% | +6.4% | +2.7% | -2.4% | +2.5% | -2.8% | +3.1% | -8.8% | -2.8% | +11.0% | +3.3% | -3.9% | +11.0% |
| 2014 | - | - | - | - | - | -0.4% | +0.9% | +4.8% | +3.3% | +1.3% | +4.3% | +2.8% | +18.1% |