Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WPEA.PA iShares MSCI World Swap PEA UCITS ETF EUR (Acc) • IE0002XZSHO1 | ETF | 65.0% | 0.2% |
PCEU.PA Amundi PEA MSCI Europe UCITS ETF Acc • FR0013412038 | ETF | 25.0% | 0.15% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.4% | -6.0% | +7.9% | +5.3% | +1.9% | -1.0% | +1.8% | +0.9% | +0.6% | - | - | +16.1% |
| 2025 | +4.5% | -0.6% | -6.3% | -3.0% | +5.7% | +0.5% | +3.6% | -0.0% | +2.8% | +3.9% | -0.3% | +0.9% | +11.7% |
| 2024 | - | - | - | -0.9% | +1.6% | +3.3% | +0.5% | +0.1% | +1.6% | -0.2% | +5.2% | -0.5% | +10.8% |