A 100% AVWC portfolio which offers simple, global developed-market exposure (large/mid/small caps, ~99% coverage via MSCI World IMI style), set-and-forget diversification with factor premiums baked in, no rebalancing needed. Ideal for EU buy-and-hold investors.
It is an actively managed UCITS ETF, not an index‑tracking fund.
A two‑fund version with emerging markets included, Active Avantis global all‑cap equity portfolio.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5 | ETF | 100.0% | 0.22% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +3.3% | -4.8% | +7.8% | +4.7% | +2.5% | -1.0% | +1.7% | +1.0% | +1.3% | - | - | +19.9% |
| 2025 | +4.9% | -2.4% | -7.4% | -4.6% | +6.4% | +0.7% | +4.6% | +0.6% | +1.9% | +3.1% | +1.0% | +0.8% | +9.1% |
| 2024 | - | - | - | - | - | - | - | - | - | +1.1% | +8.3% | -2.9% | +6.5% |