Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYP6.F Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 50.0% | 0.07% |
SPPE.XETRA State Street SPDR S&P 500 UCITS ETF EUR Hedged • IE00BYYW2V44 | ETF | 50.0% | 0.05% |
| Total | 100.0% | 0.06% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.2% | -6.5% | +7.7% | - | - | - | - | - | - | - | - | +3.6% |
| 2025 | +5.0% | -0.8% | -4.0% | -1.0% | +6.1% | +2.0% | +2.1% | +0.8% | +2.0% | +3.3% | -0.0% | +1.6% | +17.8% |
| 2024 | +1.6% | +2.7% | +3.5% | -1.5% | +2.7% | +2.0% | +0.8% | +1.5% | +1.2% | -1.3% | +3.4% | -1.8% | +15.6% |
| 2023 | +5.8% | -0.0% | +1.0% | +2.3% | -0.8% | +3.6% | +2.6% | -1.8% | -3.3% | -3.7% | +7.6% | +5.3% | +19.5% |
| 2022 | -4.9% | -3.3% | +3.8% | -4.8% | -1.9% | -8.8% | +8.7% | -3.8% | -7.9% | +6.2% | +4.4% | -3.1% | -16.0% |
| 2021 | -1.3% | +3.5% | +4.6% | +4.2% | +1.0% | +2.6% | +1.9% | +2.9% | -4.1% | +5.2% | -0.8% | +4.3% | +26.3% |
| 2020 | -1.0% | -9.4% | -12.7% | +9.1% | +3.8% | +2.4% | +2.6% | +5.2% | -2.8% | -3.6% | +12.1% | +3.1% | +6.2% |
| 2019 | +8.5% | +4.0% | +0.8% | +4.7% | -4.4% | +4.1% | +0.9% | -1.9% | +2.5% | +1.7% | +3.1% | +3.1% | +30.1% |
| 2018 | - | - | - | - | - | - | - | - | - | - | +0.0% | -8.0% | -8.0% |