Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 65.0% | 0.38% |
LU0131510165 Indépendance et Expansion SICAV - France Small A (C) • LU0131510165 | FUND | 30.0% | 1.95% |
PHAU.AS WisdomTree Physical Gold EUR • JE00B1VS3770 | ETF | 5.0% | 0.39% |
| Total | 100.0% | 0.85% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.5% | -5.8% | +7.3% | +4.8% | -1.2% | +0.5% | - | - | - | - | - | +8.7% |
| 2025 | +3.9% | -0.9% | -4.3% | -1.9% | +6.7% | +0.7% | +3.6% | -0.4% | +2.1% | +2.2% | -0.0% | +1.3% | +13.4% |
| 2024 | +2.3% | +3.2% | +4.5% | -0.9% | +2.4% | -0.2% | +0.9% | -0.5% | +1.0% | +0.3% | +4.8% | -0.1% | +18.9% |
| 2023 | +5.2% | +1.3% | -0.4% | -0.3% | +1.7% | +3.4% | +1.8% | -0.8% | -2.9% | -3.6% | +6.1% | +4.6% | +16.7% |
| 2022 | -4.0% | -2.2% | +4.6% | -2.2% | -3.4% | -6.7% | +8.4% | -2.6% | -6.8% | +5.0% | +2.1% | -3.1% | -11.5% |
| 2021 | +0.4% | +3.7% | +5.8% | +2.4% | +0.5% | +3.3% | +2.4% | +2.7% | -1.9% | +4.5% | -0.8% | +4.7% | +31.1% |
| 2020 | +0.0% | -8.3% | -13.1% | +9.2% | +3.7% | +2.2% | +0.8% | +5.0% | -0.5% | -3.3% | +10.7% | +3.4% | +7.5% |
| 2019 | +6.8% | +2.8% | +1.8% | +4.1% | -5.0% | +4.6% | +2.6% | -1.5% | +2.3% | -0.3% | +4.0% | +1.3% | +25.5% |
| 2018 | +2.2% | -2.0% | -3.1% | +3.0% | +1.9% | -1.0% | +0.7% | +1.1% | -0.9% | -6.3% | -1.0% | -6.3% | -11.4% |
| 2017 | +0.3% | +4.4% | +1.6% | +0.4% | +1.5% | -0.0% | -0.6% | -0.5% | +3.2% | +2.2% | -0.7% | +0.7% | +13.0% |
| 2016 | -5.8% | +0.9% | +1.9% | +1.2% | +3.1% | -1.1% | +4.2% | +0.4% | +1.5% | +0.8% | +3.5% | +4.0% | +15.0% |
| 2015 | +6.0% | +5.7% | +2.5% | -0.8% | +2.5% | -3.5% | +4.5% | -6.0% | -2.8% | +8.0% | +3.9% | -2.1% | +18.2% |
| 2014 | +1.2% | +4.3% | +1.5% | +0.6% | +3.3% | +0.9% | -1.8% | +2.9% | +0.1% | -0.3% | +2.9% | +1.2% | +18.1% |
| 2013 | +4.3% | +3.0% | +3.5% | +1.0% | +2.6% | -0.7% | +4.1% | -0.4% | +3.9% | +5.5% | +2.0% | +0.4% | +33.0% |
| 2012 | +5.7% | +3.5% | +2.0% | -2.0% | -1.3% | +0.7% | +4.0% | +1.0% | +1.0% | -1.6% | +1.4% | +0.2% | +15.4% |
| 2011 | +0.8% | +2.5% | -2.7% | +1.7% | +1.4% | -2.0% | -1.2% | -7.0% | -4.3% | +6.3% | -1.5% | +1.9% | -4.7% |
| 2010 | +0.8% | +1.0% | +6.5% | +2.8% | -2.4% | -1.2% | +0.4% | -1.0% | +1.9% | +1.8% | +2.5% | +4.5% | +18.7% |
| 2009 | - | - | - | - | - | - | - | +4.1% | +2.7% | -2.4% | +1.1% | +5.5% | +11.3% |