Kernwikifolio: Global Core and Trends -

Global Core & Trends combines a global core portfolio of broadly diversified equity markets with targeted factor and trend components. The approach combines stable market breadth with dynamic growth drivers to create a long-term equity portfolio that is both robust and opportunity-orientated.

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Rebalancing history

Performance

Performance table

month	Value	Change compared to previous month	Change since the beginning of the year
January	108,00 €	0,00 %	0,00 %
February	111,18 €	2,94 %	2,94 %
March	–	–	–
April	–	–	–
May	–	–	–
June	–	–	–
July	–	–	–
August	–	–	–
September	–	–	–
October	–	–	–
November	–	–	–
December	–	–	–

Strategy & approach

Objective	Mapping of the global equity markets with a focus on long-term capital growth
Realisation	Investment in international equities and ETFs covering different regions and sectors
Special feature	Concentration on equities as the main asset class, with no addition of bonds or commodities

Core information

Start date	16/09/2025
Risk class	opportunity-orientated
Investment universe	All equity ETFs available on Wikifolio.com
Fee model	10% Performance fee
Strategy	Broad coverage of the global equity market
Performance comparison	For comparison
Trading idea	complete trading idea on Wikifolio.com

Portfolio breakdown

Asset class	Share
Equity ETFs	100 %
Bond ETFs	0 %
Commodity ETCs	0 %
Crypto ETCs	0 %

Basic structure & weighting (October 2025)

ETF / asset class	ISIN	Weighting
Shares 100%
iShares MSCI North America	IE00B14X4M10	36%
iShares Core MSCI Europe	IE00B4K48X80	12%
iShares MSCI World Small Cap	IE00BF4RFH31	7%
iShares MSCI EM Asia	IE00B5L8K969	6%
iShares Core MSCI Japan IMI	IE00BKT6FV49	4.5%
iShares Core MSCI Pacific ex-Japan	IE00B52MJY50	3.5%
iShares MSCI EM Latin America	IE00B27YCK28	1%
L&G Gerd Kommer Multifactor Equity	IE0001UQQ933	15%
iShares Edge MSCI World Momentum	IE00BP3QZ825	10%
iShares Edge MSCI EM Value Factor	IE00BG0SKF03	5%

Stock market coverage (October 2025)

Asset class	Cover
Shares (100%)	approx. 8,500 companies ~98% of the stock market covered by market capitalisation

Global equity market coverage (October 2025)

Region	Share in the block of shares
North America	approx. 47%
Europe	approx. 18%
Pacific (Japan, Australia, New Zealand)	approx. 10%
Emerging markets (China, India, Taiwan, South Korea, etc.)	approx. 18%
Latin America	approx. 4%
Africa & Middle East	approx. 3%

Sector allocation (October 2025)

Industry	Share in the block of shares
Information technology	approx. 20%
Finances	approx. 16%
Industry	approx. 13%
Healthcare	approx. 12%
Cyclical consumption	approx. 11%
Non-cyclical consumption	approx. 7%
Communication services	approx. 7%
Energy	approx. 5%
Materials	approx. 4%
Provider	approx. 3%
Real estate	approx. 2%

Strategic summary

Global Core & Trends is based on a 100 % equity strategy that combines traditional world regions (North America, Europe, Asia, Japan, Pacific, Emerging Markets) with small caps, multi-factor approaches, momentum and value exposure. The focus is on a strong global core (over 50 % North America & Europe), complemented by targeted trend and factor strategies designed to strengthen structural growth, diversification and long-term return potential.

Core wikifolio: Global Core and Trends