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onemarkets J.P. Morgan US Equities Fund C-USD
- ISIN LU2693801016
- WKN A3EV6E
- Management Company Structured Invest SA
- Product type Equity Funds
- Share class launch date 24.01.2024
- Final payment date Open End
- Appropriation of income accumulating
- Sub-fund launch date 30.06.2023
- Payment currency USD
- Fund currency EUR
- SFDR classification Art. 8
Historical considerations do not give reliable indications for future performances.
Past Performance
Performance scenarios
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11060 | 10.6 | 13940 | 11.7 | 21060 | 16.1 |
| Unfavourable scenario | 7870 | -21.3 | 9830 | -0.6 | 9950 | -0.1 |
| Stress scenario | 3070 | -69.3 | 3830 | -27.4 | 2790 | -22.5 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11060 | 10.6 | 13940 | 11.7 | 21060 | 16.1 |
| Unfavourable scenario | 7870 | -21.3 | 9090 | -3.1 | 8730 | -2.7 |
| Stress scenario | 3070 | -69.3 | 3830 | -27.4 | 2800 | -22.5 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11070 | 10.7 | 13950 | 11.7 | 21090 | 16.1 |
| Unfavourable scenario | 7870 | -21.3 | 8770 | -4.3 | 8220 | -3.8 |
| Stress scenario | 3060 | -69.4 | 3920 | -26.8 | 2890 | -22 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11060 | 10.6 | 13940 | 11.7 | 21060 | 16.1 |
| Unfavourable scenario | 7870 | -21.3 | 7360 | -9.7 | 6130 | -9.3 |
| Stress scenario | 3100 | -69 | 4050 | -26 | 3020 | -21.3 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11060 | 10.6 | 13940 | 11.7 | 21060 | 16.1 |
| Unfavourable scenario | 7870 | -21.3 | 8890 | -3.8 | 8410 | -3.4 |
| Stress scenario | 4370 | -56.3 | 4090 | -25.8 | 3060 | -21.1 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11070 | 10.7 | 13950 | 11.7 | 21000 | 16 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 13330 | 5.9 |
| Stress scenario | 1980 | -80.2 | 3990 | -26.4 | 2960 | -21.6 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 11070 | 10.7 | 13950 | 11.7 | 20850 | 15.8 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 13460 | 6.1 |
| Stress scenario | 820 | -91.8 | 3830 | -27.4 | 2800 | -22.5 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10990 | 9.9 | 13950 | 11.7 | 20770 | 15.7 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 13460 | 6.1 |
| Stress scenario | 820 | -91.8 | 3250 | -31.3 | 2230 | -25.9 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10990 | 9.9 | 14000 | 11.9 | 20770 | 15.7 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 13460 | 6.1 |
| Stress scenario | 820 | -91.8 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10980 | 9.8 | 13950 | 11.7 | 20720 | 15.7 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 12320 | 4.3 |
| Stress scenario | 830 | -91.7 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10980 | 9.8 | 13950 | 11.7 | 19950 | 14.8 |
| Unfavourable scenario | 7870 | -21.3 | 10890 | 2.9 | 11790 | 3.4 |
| Stress scenario | 830 | -91.7 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10960 | 9.6 | 14000 | 11.9 | 19750 | 14.6 |
| Unfavourable scenario | 7870 | -21.3 | 10850 | 2.8 | 11720 | 3.2 |
| Stress scenario | 830 | -91.7 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10940 | 9.4 | 13950 | 11.7 | 19270 | 14 |
| Unfavourable scenario | 7870 | -21.3 | 10950 | 3.1 | 11900 | 3.5 |
| Stress scenario | 830 | -91.7 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10940 | 9.4 | 13950 | 11.7 | 19220 | 14 |
| Unfavourable scenario | 7870 | -21.3 | 10920 | 3 | 11860 | 3.5 |
| Stress scenario | 830 | -91.7 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10920 | 9.2 | 14000 | 11.9 | 19180 | 13.9 |
| Unfavourable scenario | 7870 | -21.3 | 10210 | 0.7 | 10600 | 1.2 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10880 | 8.8 | 13950 | 11.7 | 18650 | 13.3 |
| Unfavourable scenario | 7870 | -21.3 | 9780 | -0.8 | 9850 | -0.3 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18650 | 13.3 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 12650 | 4.8 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18650 | 13.3 |
| Unfavourable scenario | 7870 | -21.3 | 11080 | 3.5 | 12650 | 4.8 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18400 | 13 |
| Unfavourable scenario | 7870 | -21.3 | 10970 | 3.1 | 11930 | 3.6 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18370 | 12.9 |
| Unfavourable scenario | 7870 | -21.3 | 10240 | 0.8 | 10640 | 1.2 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18290 | 12.8 |
| Unfavourable scenario | 7870 | -21.3 | 10010 | 0 | 10260 | 0.5 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 14000 | 11.9 | 18240 | 12.8 |
| Unfavourable scenario | 7870 | -21.3 | 9360 | -2.2 | 9160 | -1.7 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10860 | 8.6 | 13950 | 11.7 | 18120 | 12.6 |
| Unfavourable scenario | 7870 | -21.3 | 8140 | -6.6 | 7270 | -6.2 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10880 | 8.8 | 13950 | 11.7 | 18190 | 12.7 |
| Unfavourable scenario | 7870 | -21.3 | 8370 | -5.8 | 7600 | -5.3 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10870 | 8.7 | 14000 | 11.9 | 18240 | 12.8 |
| Unfavourable scenario | 7870 | -21.3 | 9050 | -3.3 | 8670 | -2.8 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10880 | 8.8 | 13950 | 11.7 | 18370 | 12.9 |
| Unfavourable scenario | 7870 | -21.3 | 9310 | -2.4 | 9080 | -1.9 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10890 | 8.9 | 13950 | 11.7 | 18330 | 12.9 |
| Unfavourable scenario | 7870 | -21.3 | 8730 | -4.4 | 8160 | -4 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10900 | 9 | 13940 | 11.7 | 18370 | 12.9 |
| Unfavourable scenario | 7870 | -21.3 | 7610 | -8.7 | 6490 | -8.3 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10920 | 9.2 | 13880 | 11.6 | 18400 | 13 |
| Unfavourable scenario | 7870 | -21.3 | 7430 | -9.4 | 6240 | -9 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Scenario | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) | What you might get after the costs | Average yield per year (%) |
| Favourable scenario | 15030 | 50.3 | 22430 | 30.9 | 31000 | 25.4 |
| Moderate scenario | 10930 | 9.3 | 13850 | 11.5 | 18530 | 13.1 |
| Unfavourable scenario | 7870 | -21.3 | 6810 | -12 | 5390 | -11.6 |
| Stress scenario | 840 | -91.6 | 1590 | -45.8 | 820 | -39.4 |
Productdetails
Composition
| Name | Percentage |
|---|---|
| BANK OF AMERICA CORP |
|
| WALT DISNEY CO/THE |
|
| APPLE INC |
|
| ANALOG DEVICES INC |
|
| MEDTRONIC PLC |
|
| COGNIZANT TECH SOLUTIONS-A |
|
| TRANE TECHNOLOGIES PLC |
|
| TESLA INC |
|
| VENTAS INC |
|
| SALESFORCE INC |
|
| NVIDIA CORP |
|
| STRYKER CORP |
|
| CHURCH & DWIGHT CO INC |
|
| EMERSON ELECTRIC CO |
|
| ALPHABET INC-CL A |
|
| P G & E CORP |
|
| WALMART INC |
|
| MICROSOFT CORP |
|
| FIFTH THIRD BANCORP |
|
| LINDE PLC |
|
| PROCTER & GAMBLE CO/THE |
|
| BRISTOL-MYERS SQUIBB CO |
|
| AON PLC-CLASS A |
|
| EQUINIX INC |
|
| ORACLE CORP |
|
| ABBVIE INC |
|
| AT&T INC |
|
| MASTERCARD INC - A |
|
| AMPHENOL CORP-CL A |
|
| EDWARDS LIFESCIENCES CORP |
|
| WELLS FARGO & CO |
|
| TRANE TECHNOLOGI |
|
| UNITEDHEALTH GROUP INC |
|
| ROPER TECHNOLOGIES INC |
|
| DOORDASH INC - A |
|
| BURLINGTON STORES INC |
|
| SERVICENOW INC |
|
| VERTEX PHARMACEUTICALS INC |
|
| AMERICAN EXPRESS CO |
|
| INTUIT INC |
|
| TEXAS INSTRUMENTS INC |
|
| NEXTERA ENERGY INC |
|
| ARTHUR J GALLAGHER & CO |
|
| TOAST INC-CLASS A |
|
| SCHWAB (CHARLES) CORP |
|
| WARNER MUSIC GROUP CORP-CL A |
|
| REGENERON PHARMACEUTICALS |
|
| LOWE'S COS INC |
|
| NXP SEMICONDUCTORS NV |
|
| NXP SEMICONDUCTO |
|
| CHIPOTLE MEXICAN GRILL INC |
|
| HILTON WORLDWIDE HOLDINGS IN |
|
| BROADCOM INC |
|
| APOLLO GLOBAL MANAGEMENT INC |
|
| WALT DISNEY CO/T |
|
| CADENCE DESIGN SYS INC |
|
| TAIWAN SEMIC-ADR |
|
| FIDELITY NATIONAL INFO SERV |
|
| INGERSOLL-RAND INC |
|
| ECOLAB INC |
|
| AMPHENOL CORP-A |
|
| DANAHER CORP |
|
| AMERICAN TOWER C |
|
| HOWMET AEROSPACE INC |
|
| CORPAY INC |
|
| ELI LILLY & CO |
|
| AMERICAN TOWER CORP |
|
| UNITED RENTALS INC |
|
| TAIWAN SEMICONDUCTOR-SP ADR |
|
| AMAZON.COM INC |
|
| Show more |
| Name | Percentage |
|---|---|
| Mechanical Engineering And Industrial Equip. |
|
| Graphics - Publishing - Printing Media |
|
| Miscellaneous Consumer Goods |
|
| Chemicals |
|
| Internet - Software - It Services |
|
| Biotechnology |
|
| Energy And Water Supply |
|
| Vehicles |
|
| Telecommunication |
|
| Banks And Other Credit Institutions |
|
| Petroleum |
|
| Lodging And Catering Ind. - Leisure Facilities |
|
| Non-Ferrous Metals |
|
| Electronics And Semiconductors |
|
| Financial - Investment - Other Diversified Comp. |
|
| Insurance Companies |
|
| Food And Soft Drinks |
|
| Office Supplies And Computing |
|
| Electrical Appliances And Components |
|
| Pharmaceuticals - Cosmetics - Med. Products |
|
| Real Estate |
|
| Retail Trade And Department Stores |
|
| Show more |
| Name | Percentage |
|---|---|
| Cash Ratio |
|
| Name | Percentage |
|---|---|
| TWN |
|
| GBR |
|
| NLD |
|
| USA |
|
| IRL |
|
| Name | Percentage |
|---|---|
| USD |
|
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Note on the non-binding sample calculation
Calculations are based on the assumptions provided. These assumptions, particularly performance, may look different in practice. Therefore, the actual result of an investment can differ more or less significantly from the calculation result shown here; it can be higher, but also lower. It is not possible to transfer the previous performance of an investment (e.g. a fund, a savings plan) into the future. The actual performance depends in particular on future developments on the money and capital markets and can therefore be lower or higher. The calculation result is also not representative of any investments in investment funds, as the value of shares can be subject to fluctuations and the performance of funds in the past does not represent a suitable indicator or guarantee for the future. A negative performance of an investment is also possible. In addition, tax aspects (e.g. whether an exemption order exists or the amount of capital gains tax, foreign withholding taxes, etc.) are not taken into account in the example calculation. There is room for errors in calculation. The calculation does not constitute investment advice and only provides an initial, non-binding overview without guarantee and is therefore not specific product information or product recommendations.













