PEPP TAA Tactical Asset Allocation
Portfolio Description
This portfolio follows the principles of Tactical Asset Allocation. Once a quarter the composition of ETFs in the strategy is realocated to fit the actual market expectations on business cycle development: Slowdown -> Recession -> Recovery -> Expansion reflecting actual expectations on growth and inflation in major world economies. As of the end of September is the composition of ETFs in the strategy is set to capture end of recession expectations and start of the recovery in US, keeping the rest of the investable world underweighted.
0,21%
Fund fees
p.a.
p.a.
20,78%
Return 1 year
11,29%
Volatility 1 year
EUR
Currency
10
Número de fondos
Risk category
Allocation in detail
| Asset class / Fund name | Chart 4 weeks | TER in % p.a. | Weight in % | |
|---|---|---|---|---|
| Acciones, Mundial, Tecnología Show fund selection |  | 0,30% | 10,00% | |
| Acciones, Estados Unidos, Consumidor discrecional Show fund selection |  | 0,15% | 8,00% | |
| Acciones, Mundial Show fund selection |  | 0,17% | 35,00% | |
| Acciones, Estados Unidos, Pequeño Show fund selection |  | 0,30% | 8,00% | |
| Acciones, Estados Unidos, Industria Show fund selection |  | 0,15% | 8,00% | |
| Acciones, Mundial, Materiales básicos Show fund selection |  | 0,25% | 4,00% | |
| Acciones, Estados Unidos, Equiparación Show fund selection |  | 0,30% | 10,00% | |
| Bonos, EUR, Mundial, Deuda corporativa, Todos los vencimientos Show fund selection |  | 0,20% | 8,00% | |
| Bonos, USD, Mundial, Deuda corporativa, Todos los vencimientos, Social/Medioambiental Show fund selection |  | 0,16% | 5,00% | |
| Inmobiliario, Estados Unidos Show fund selection |  | 0,14% | 4,00% | |
| Cartera | 0,21% | 100,00% | ||
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