The European platform that connects savers and financial advisors

0
0
0
0

Data provided by Google™ 14-05-2024

Featured financial advisors

Follow uson our social profiles

Follow us on our social profiles

For financial advisors

We have received 2.400 requests for advice, publish your premium profile to receive contacts and acquire new clients

Discover more

News from the MoneyController finance forum

The latest news from listed companies

Check our rankings

MoneyController

/ Si me conoces vota por mí

Investing in a Germany capable of adapting to today's challenges

Despite economic data pointing to an economic slowdown, according to Robert Lind of Capital Group, Germany remains a country that can successfully meet the challenges of the present.  Beauty Flow" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/

14.05.2024 | 30 | 0
Topic: Financial markets/economy

View my webinar

Compare the performance of funds, ETFs and stocks with PIC and PAC formulas

Within the overview of each product (Funds, ETFs or Shares) the PIC and PAC performance is calculated


iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Dist) (ETR) DE0006289309 - Period 12 months

CAPITAL INVESTMENT PLAN ABSOLUTE
PERFORMANCE
ANNUALISED PERFORMANCE
Returns 49,48% 49,35%

The capital investment plan reports the performance of the ETF through the investment, in one lump sum, of the capital at the beginning of the period considered. Performance is expressed in Euro currency. See also How are investments divided according to the time horizon?

SAVING PLAN
(13 PAYMENTS)
ABSOLUTE
PERFORMANCE
Portfolio result (Portfolio value - Payouts) 29,23%
Savings Plan Performance 58,63%

The savings plan reports performance through the monthly purchase in constant amounts of the ETF. Performance is expressed in Euro currency. See also Regular savings accounts and savings plans: how do they work?

*Returns in euros; the values of 3Y and 5Y are annualized. The values and results are provided by

Our evaluation

Securities portfolio asset allocation May 2024

Securities portfolio asset allocation May 2024

The sum of the securities entered into the portfolios created by investors are updated daily.

To the report