Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 35.0% | 0.07% |
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 35.0% | 0.07% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.5% | -6.3% | +9.1% | - | - | - | - | - | - | - | - | +6.5% |
| 2025 | +3.6% | -1.3% | -6.6% | -3.6% | +5.7% | +0.9% | +3.9% | +0.4% | +3.0% | +4.1% | -0.3% | +0.7% | +10.2% |
| 2024 | +2.4% | +3.4% | +3.7% | -1.2% | +1.3% | +4.5% | +0.1% | -0.3% | +1.9% | +0.0% | +5.1% | +0.0% | +22.8% |
| 2023 | +5.4% | +0.2% | +0.1% | +0.3% | +1.3% | +3.6% | +2.9% | -1.5% | -1.6% | -3.6% | +6.0% | +3.6% | +17.6% |
| 2022 | -3.7% | -2.6% | +3.3% | -2.0% | -2.8% | -6.2% | +8.3% | -1.5% | -6.5% | +3.3% | +2.2% | -4.8% | -13.1% |
| 2021 | +1.1% | +2.8% | +5.4% | +1.7% | +0.7% | +3.7% | +0.3% | +2.9% | -2.1% | +4.4% | -0.1% | +3.9% | +27.1% |
| 2020 | -0.5% | -8.0% | -11.9% | +8.8% | +1.8% | +3.0% | +0.6% | +4.7% | -0.9% | -2.2% | +8.8% | +3.2% | +5.3% |
| 2019 | +7.2% | +3.0% | +2.5% | +3.5% | -5.3% | +4.1% | +2.7% | -2.6% | +3.4% | +0.5% | +3.7% | +2.3% | +27.2% |
| 2018 | +1.9% | -2.5% | -2.9% | +3.4% | +1.9% | -0.7% | +2.6% | -0.1% | +0.6% | -5.6% | +1.4% | -5.9% | -6.3% |
| 2017 | +0.5% | +5.0% | +1.2% | +0.3% | -0.7% | -1.3% | +0.0% | -0.1% | +2.4% | +3.7% | -1.0% | +1.5% | +12.1% |
| 2016 | -7.2% | +0.8% | +3.1% | +0.2% | +1.9% | -0.7% | +4.7% | +0.3% | +0.4% | +0.6% | +2.4% | +3.1% | +9.7% |
| 2015 | +5.8% | +5.8% | +2.8% | -0.2% | +1.7% | -3.4% | +0.7% | -10.0% | -2.4% | +8.7% | +2.6% | -4.2% | +6.8% |
| 2014 | - | - | - | - | - | -0.2% | +0.1% | +2.9% | +1.7% | -1.1% | +3.8% | +0.3% | +7.6% |