Surperformer le MSCI world avec une exposition moins forte aux USA
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPPE.XETRA State Street SPDR S&P 500 UCITS ETF EUR Hedged • IE00BYYW2V44 | ETF | 55.0% | 0.05% |
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4 | ETF | 27.0% | 0.15% |
EUNM.XETRA iShares MSCI EM UCITS ETF (Acc) • IE00B4L5YC18 | ETF | 12.0% | 0.18% |
UFMA.XETRA UBS Core MSCI Japan UCITS ETF hEUR acc • LU1169822266 | ETF | 3.0% | 0.15% |
XCS5.XETRA Xtrackers MSCI India Swap UCITS ETF 1C • LU0514695187 | ETF | 3.0% | 0.19% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +1.9% | -7.3% | +9.5% | +3.0% | - | - | - | - | - | - | - | +8.5% |
| 2025 | +3.5% | -2.1% | -4.4% | -1.4% | +5.9% | +2.8% | +2.6% | +0.9% | +2.9% | +3.6% | -0.1% | +1.1% | +16.0% |
| 2024 | - | - | +2.2% | -2.1% | +1.8% | +4.0% | +0.7% | +0.6% | +2.1% | -1.2% | +4.1% | -1.5% | +11.1% |