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 | +2.9% | +1.8% | -7.4% | +2.2% | - | - | - | - | - | - | - | - | -0.8% |
| 2025 | +3.6% | -1.0% | -4.5% | -1.4% | +5.9% | +2.9% | +2.8% | +0.9% | +3.2% | +3.4% | -0.2% | +1.4% | +17.9% |
| 2024 | +1.1% | +3.3% | +3.6% | -1.6% | +2.2% | +3.5% | +0.7% | +0.7% | +2.3% | -1.4% | +3.2% | -0.8% | +18.1% |
| 2023 | +6.2% | -1.1% | +1.3% | +1.0% | -0.3% | +4.4% | +3.3% | -2.4% | -2.6% | -3.6% | +7.5% | +4.3% | +18.7% |
| 2022 | -4.2% | -2.8% | +2.4% | -4.0% | -1.8% | -7.2% | +6.8% | -2.4% | -7.6% | +3.4% | +5.5% | -3.5% | -15.4% |
| 2021 | +0.8% | +2.5% | +3.9% | +2.8% | +1.4% | +2.3% | +0.2% | +2.6% | -3.0% | +4.2% | -1.2% | +4.1% | +22.2% |
| 2020 | -1.4% | -7.9% | -12.3% | +8.7% | +2.2% | +3.9% | +3.0% | +4.6% | -1.5% | -2.4% | +10.5% | +3.8% | +9.1% |
| 2019 | +7.2% | +2.6% | +2.0% | +3.3% | -5.6% | +5.0% | +1.4% | -2.7% | +2.9% | +1.5% | +3.0% | +3.1% | +25.7% |
| 2018 | +3.8% | -3.2% | -2.6% | +2.3% | +0.7% | -1.1% | +3.0% | -0.3% | +0.4% | -6.4% | +1.3% | -5.5% | -8.1% |
| 2017 | +1.3% | +4.1% | +2.0% | +1.0% | +0.6% | -0.6% | +1.2% | +0.1% | +2.2% | +3.1% | -0.2% | +1.6% | +17.7% |
| 2016 | -7.3% | +0.4% | +5.1% | +0.1% | +1.3% | -0.9% | +4.5% | +0.8% | +0.5% | +0.1% | +0.6% | +2.9% | +7.8% |
| 2015 | +3.3% | +5.4% | +1.5% | +1.3% | +1.0% | -3.2% | +0.1% | -9.0% | -2.7% | +7.8% | +1.3% | -3.3% | +2.4% |
| 2014 | - | - | - | - | - | -0.0% | -0.5% | +2.2% | +0.1% | -1.2% | +3.3% | -0.7% | +3.1% |