Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
2B7C.XETRA iShares S&P 500 Industrials Sector UCITS ETF • IE00B4LN9N13 | ETF | 35.0% | 0.15% |
XLKS.LSE Invesco US Technology Sector UCITS ETF • IE00B3VSSL01 | ETF | 35.0% | 0.14% |
EMVL.LSE iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc) • IE00BG0SKF03 | ETF | 15.0% | 0.4% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 15.0% | 0.07% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.0% | +2.1% | -6.3% | +13.6% | +11.5% | -0.8% | - | - | - | - | - | - | +20.4% |
| 2025 | +1.3% | -3.5% | -9.2% | -3.1% | +9.9% | +3.2% | +6.6% | -1.2% | +4.5% | +6.5% | -3.0% | +0.4% | +11.3% |
| 2024 | +4.2% | +5.7% | +3.8% | -1.8% | +2.5% | +8.3% | -1.6% | -0.9% | +2.4% | +1.3% | +7.1% | +0.4% | +35.6% |
| 2023 | +5.1% | +2.6% | +2.2% | -1.6% | +6.8% | +5.1% | +2.5% | -0.1% | -3.1% | -3.1% | +7.8% | +4.7% | +32.4% |
| 2022 | -5.5% | -2.1% | +4.5% | -3.5% | -4.0% | -6.7% | +11.6% | -2.0% | -7.5% | +6.1% | +0.5% | -5.2% | -14.4% |
| 2021 | +0.1% | +3.9% | +6.9% | +1.9% | -0.3% | +4.8% | +1.5% | +3.2% | -2.8% | +5.1% | +2.6% | +3.9% | +34.9% |
| 2020 | +1.6% | -8.8% | -10.7% | +8.5% | +3.1% | +3.9% | -0.6% | +8.9% | -1.1% | -3.6% | +9.7% | +2.4% | +11.3% |
| 2019 | +8.4% | +6.1% | +1.9% | +4.7% | -6.5% | +4.9% | +4.8% | -3.2% | +3.8% | +0.3% | +5.5% | +1.5% | +36.0% |