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
Aantal ETF's
Risk category
Allocation in detail
| Asset class / Fund name | Chart 4 weeks | TER in % p.a. | Weight in % | |
|---|---|---|---|---|
| Aandelen, Wereld, Technologie Show fund selection |  | 0,30% | 10,00% | |
| Aandelen, Verenigde Staten, Niet-essentiële consumptiegoederen en -diensten Show fund selection |  | 0,15% | 8,00% | |
| Aandelen, Wereld Show fund selection |  | 0,17% | 35,00% | |
| Aandelen, Verenigde Staten, Small Cap Show fund selection |  | 0,30% | 8,00% | |
| Aandelen, Verenigde Staten, Industrie Show fund selection |  | 0,15% | 8,00% | |
| Aandelen, Wereld, Grondstoffen Show fund selection |  | 0,25% | 4,00% | |
| Aandelen, Verenigde Staten, Equal Weighted Show fund selection |  | 0,30% | 10,00% | |
| Obligaties, EUR, Wereld, Corporate, Alle looptijden Show fund selection |  | 0,20% | 8,00% | |
| Obligaties, USD, Wereld, Corporate, Alle looptijden, Sociaal/Milieu Show fund selection |  | 0,16% | 5,00% | |
| Vastgoed, Verenigde Staten Show fund selection |  | 0,14% | 4,00% | |
| Portfolio | 0,21% | 100,00% | ||
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