Actively managed ETFs, to DCA into and targeting to beat MSCI world
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5 | ETF | 35.0% | 0.22% |
IQSA.XETRA Invesco Global Active ESG Equity UCITS ETF Acc • IE00BJQRDN15 | ETF | 35.0% | 0.3% |
LVWC.XETRA Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4 | ETF | 18.0% | 0.6% |
AVEM.XETRA Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13 | ETF | 12.0% | 0.35% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +3.0% | -6.7% | +10.3% | +6.7% | +2.5% | -1.8% | +2.3% | +1.2% | +0.2% | - | - | +20.7% |
| 2025 | - | - | - | - | - | - | - | - | - | +1.3% | +0.3% | +1.2% | +2.8% |