UCITS‑eligible EUR‑denominated portfolio inspired directly by the 2026 WisdomTree CIO Market Outlook. https://www.wisdomtree.com/-/media/us-media-files/documents/resource-library/presentations/cio_market_outlook.pdf
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 45.0% | 0.2% |
DBXN.XETRA Xtrackers II Eurozone Government Bond UCITS ETF 1C • LU0290355717 | ETF | 20.0% | 0.07% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 10.0% | 0.12% |
ZPRS.XETRA State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) • IE00BCBJG560 | ETF | 5.0% | 0.45% |
IBCI.XETRA iShares Euro Inflation Linked Government Bond UCITS ETF • IE00B0M62X26 | ETF | 5.0% | 0.09% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 5.0% | 0.1% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.5% | -5.1% | +5.7% | - | - | - | - | - | - | - | - | +5.2% |
| 2025 | +3.3% | -1.3% | -3.8% | -1.7% | +3.3% | +0.4% | +3.0% | +0.0% | +3.3% | +3.4% | +0.2% | +0.4% | +10.7% |
| 2024 | +1.4% | +1.9% | +3.3% | -0.6% | +0.5% | +2.9% | +1.1% | -0.1% | +1.9% | +1.0% | +4.3% | -1.1% | +17.7% |
| 2023 | +4.0% | -0.9% | +1.1% | -0.3% | +1.6% | +1.7% | +1.8% | -0.7% | -1.8% | -1.5% | +4.2% | +3.3% | +13.0% |
| 2022 | -2.9% | -0.8% | +1.8% | -1.6% | -2.9% | -4.2% | +6.4% | -2.1% | -4.8% | +1.8% | +1.9% | -4.2% | -11.6% |
| 2021 | +0.7% | +0.8% | +3.6% | +0.9% | +0.4% | +2.5% | +1.1% | +1.8% | -1.6% | +2.9% | +0.7% | +2.1% | +16.8% |
| 2020 | +0.5% | -4.7% | -7.8% | +6.3% | +1.3% | +2.0% | +1.1% | +2.6% | -0.5% | -0.8% | +4.6% | +1.9% | +5.8% |
| 2019 | +5.5% | +2.0% | +1.8% | +2.2% | -3.0% | +3.6% | +2.6% | +0.1% | +1.6% | -0.0% | +2.0% | +1.4% | +21.3% |
| 2018 | +0.6% | -1.1% | -1.6% | +2.1% | +1.9% | -0.6% | +0.9% | +0.6% | +0.0% | -2.9% | +0.7% | -4.1% | -3.6% |
| 2017 | -0.5% | +3.7% | +0.1% | -0.3% | -0.8% | -1.0% | -0.2% | +0.3% | +1.3% | +2.3% | -0.1% | +0.9% | +5.8% |
| 2016 | -3.2% | +1.6% | +1.0% | +0.1% | +1.8% | +1.3% | +2.8% | +0.1% | +0.2% | -0.2% | +1.8% | +1.6% | +9.2% |
| 2015 | +5.3% | +3.7% | +2.2% | -1.3% | +0.7% | -3.3% | +0.9% | -5.5% | -1.8% | +6.2% | +2.1% | -3.4% | +5.1% |