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
Nombre de fonds
Risk category
Allocation in detail
| Asset class / Fund name | Chart 4 weeks | TER in % p.a. | Weight in % | |
|---|---|---|---|---|
| Actions, Monde, Technologie Show fund selection |  | 0,30% | 10,00% | |
| Actions, États-Unis, Biens de consommation cycliques Show fund selection |  | 0,15% | 8,00% | |
| Actions, Monde Show fund selection |  | 0,17% | 35,00% | |
| Actions, États-Unis, Small Cap Show fund selection |  | 0,30% | 8,00% | |
| Actions, États-Unis, Industrie Show fund selection |  | 0,15% | 8,00% | |
| Actions, Monde, Matières premières Show fund selection |  | 0,25% | 4,00% | |
| Actions, États-Unis, Pondéré/équipondéré Show fund selection |  | 0,30% | 10,00% | |
| Obligations, EUR, Monde, Obligations d’entreprise, Toutes les durées Show fund selection |  | 0,20% | 8,00% | |
| Obligations, USD, Monde, Obligations d’entreprise, Toutes les durées, Social/durable Show fund selection |  | 0,16% | 5,00% | |
| Immobilier, États-Unis Show fund selection |  | 0,14% | 4,00% | |
| Portefeuille | 0,21% | 100,00% | ||
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