30 % SMALL CAP ZPRX + 30 % value D5BL(ovvero banche e pubblica utilità) + 20 % ETF EX USA EXUS + 20 % Tecnology ANAU
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ZPRX.XETRA SPDR MSCI Europe Small Cap Value Weighted UCITS ETF • IE00BSPLC298 | ETF | 30.0% | 0.3% |
WEXE.XETRA Amundi MSCI World Ex USA UCITS ETF Acc • IE00085PWS28 | ETF | 30.0% | 0.15% |
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 20.0% | 0.14% |
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +2.9% | -7.4% | +7.9% | +5.5% | +0.6% | +0.5% | +2.1% | +0.3% | +0.2% | - | - | +15.5% |
| 2025 | +5.0% | +0.6% | -4.9% | -0.9% | +6.6% | +0.4% | +2.4% | +0.4% | +2.0% | +3.5% | -0.1% | +2.0% | +17.9% |
| 2024 | - | - | - | - | - | - | - | - | +0.7% | -2.2% | +3.5% | -0.1% | +1.8% |