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
No. of ETFs
Risk category
Allocation in detail
| Asset class / Fund name | Chart 4 weeks | TER in % p.a. | Weight in % | |
|---|---|---|---|---|
| Equity, World, Technology Show fund selection |  | 0.30% | 10.00% | |
| Equity, United States, Consumer Discretionary Show fund selection |  | 0.15% | 8.00% | |
| Equity, World Show fund selection |  | 0.17% | 35.00% | |
| Equity, United States, Small Cap Show fund selection |  | 0.30% | 8.00% | |
| Equity, United States, Industrials Show fund selection |  | 0.15% | 8.00% | |
| Equity, World, Basic Materials Show fund selection |  | 0.25% | 4.00% | |
| Equity, United States, Equal Weighted Show fund selection |  | 0.30% | 10.00% | |
| Bonds, EUR, World, Corporate, All maturities Show fund selection |  | 0.20% | 8.00% | |
| Bonds, USD, World, Corporate, All maturities, Social/Environmental Show fund selection |  | 0.16% | 5.00% | |
| Real Estate, United States Show fund selection |  | 0.14% | 4.00% | |
| Portfolio | 0.21% | 100.00% | ||
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