Portfolio Example

Name		Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity Europe (25%, 25000 EUR)
P A SPDR MSCI Europe			0.25	-0.14	-35.00	-0.1	-0.2	0.0	-0.2	-0.2	-0.2	-0.1	-0.1
Equity North America (30%, 30000 EUR)
P D Vanguard S&P 500			0.07	-0.24	-72.00	-0.2	-0.2	-0.2	-0.3	-0.1	-0.3	-0.3	-0.3	-0.3
Equity Asia-Pacific (10%, 10000 EUR)
S D Lyxor MSCI Pacific			0.45	0.42	42.00		0.3	0.8	0.4	0.5	0.6	0.4	0.1	0.3
Equity Emerging Markets (35%, 35000 EUR)
P A Xtrackers MSCI Emerging Markets 1C			0.18	0.20	70.00	0.1	0.2	0.3	0.2	0.2
Total		100000	0.19	0.00	5.00

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Name	Währ.	P5Y	P3Y	22	21	20	19	18	17	16	15	14
Equity Europe
P A SPDR MSCI Europe	EUR	24.1	9.8	-9.4	25.3	-3.3	26.2	-10.4	10.4	2.7	8.3
Equity North America
P D Vanguard S&P 500	USD	73.2	29.7	-13.2(6.2)	37.9(7.4)	8.3(-8.2)	34.0(2.3)	-0.3(4.7)	7.1(-11.8)	14.7(2.9)	12.2(11.1)	29.4(14.2)
Equity Asia-Pacific
S D Lyxor MSCI Pacific	USD	36.9	37.3		9.8(7.4)	2.3(-8.2)	22.3(2.3)	-8.9(4.7)	9.4(-11.8)	6.8(2.9)	13.9(11.1)	11.2(14.2)
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	USD	4.0	-4.0	-15.2(6.2)	4.5(7.4)	8.3(-8.2)	21.3(2.3)	-10.7(4.7)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity Europe
P D Amundi Index MSCI Europe DR - EUR (D)	25000	0.15	-0.23	-57.50	-0.3	-0.3	-0.1	-0.4	-0.2	-0.1
Equity North America
S A BNP Paribas Easy S&P 500 - C	30000	0.15	-0.54	-162.00		-0.3	-0.7	-0.7	-0.6	-0.6	-0.8	-0.3	-0.3
Equity Asia-Pacific
S D Lyxor MSCI Pacific	10000	0.45	0.42	42.00		0.3	0.8	0.4	0.5	0.6	0.4	0.1	0.3
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	35000	0.18	0.20	70.00	0.1	0.2	0.3	0.2	0.2
Total	100000	0.19	-0.11	-107.50

Kriterien für Optimierung

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