Generated based on your portfolio data
🌍 Geographic focus on Europe – Core exposure to mature markets benefits from stable institutional investors and regulatory alignment.
📈 Sector balance favors defensive resilience – Defensive and sensitive sectors mitigate cyclical downturns while capturing growth phases.
💰 Low fee structure – Efficient cost profile preserves capital for volatility-driven opportunities.
🚨 High geopolitical concentration – Single-region focus amplifies exposure to regional shocks like trade wars or energy disruptions.
📉 Sensitive sectors vulnerable to regime shifts – Cyclical sectors suffer prolonged downturns during liquidity contractions or recessionary pressures.
🔄 Recoveries often liquidity-dependent – Post-crisis rebounds accelerate with monetary easing but lag in structural downturns.
Growth rate since Apr 2018
11.03%
Indexed values (base 100 at inception): market value vs. invested capital
The Growth Rate is calculated using the Internal Rate of Return (IRR), a performance metric that accounts for all contributions, withdrawals, and timing of cash flows in your portfolio. An IRR of 7% means your portfolio grew as if it earned a consistent 7% annual return over the selected period.
Sensitive
35.65%
Defensive
32.77%
Cyclical
31.58%
Financials
21.96%
Health Care
17.83%
Industrials
17.12%
Consumer Staples
10.77%
Information Technology
10.12%
Consumer Discretionary
6.81%
Energy
6.79%
Utilities
4.17%
Materials
2.81%
Communication Services
1.62%
Europe
100.00%
United Kingdom
24.56%
France
20.60%
Switzerland
17.18%
Germany
13.55%
Netherlands
10.76%
Spain
5.82%
Italy
4.27%
Denmark
2.33%
Belgium
0.93%