Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 40.0% | 0.25% |
QGRW.XETRA WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc • IE000YGEAK03 | ETF | 40.0% | 0.33% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 10.0% | 0.35% |
G1CE.XETRA Invesco Global Clean Energy UCITS ETF Acc • IE00BLRB0242 | ETF | 5.0% | 0.6% |
2B78.XETRA iShares Healthcare Innovation UCITS ETF • IE00BYZK4776 | ETF | 5.0% | 0.4% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.2% | -2.4% | -5.0% | +16.8% | +14.6% | +0.5% | -5.5% | +4.3% | +7.0% | -3.2% | - | - | +27.3% |
| 2025 | +1.5% | -6.2% | -12.3% | -2.7% | +10.8% | +4.7% | +7.9% | -1.8% | +6.2% | +9.3% | -3.4% | -0.3% | +11.6% |
| 2024 | - | - | - | +1.8% | +3.8% | +10.8% | -3.8% | -1.8% | +1.7% | +1.6% | +7.1% | +3.0% | +26.1% |