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2026-02 GB ETFs OPT 4
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

2026-02 GB ETFs OPT 4

Currency in USD · Last updated Jun 23, 2026

Asset Allocation

40 positions 95.88%1 position 2.00%1 position 2.12%EquityEquityMulti-AssetMulti-AssetReal EstateReal Estate
PositionCategory/SectorTarget Weight
NRJL.L
Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist		Energy Equities
3%
PADV.L
SPDR S&P Pan Asia Dividend Aristocrats UCITS		Asia Pacific Equities
3%
PRUK.L
Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D)		Europe Equities
3%
PSRU.L
3%
SBIO.L
Invesco Nasdaq Biotech UCITS ETF		Health & Biotech Equities
3%
UDVD.L
SPDR S&P US Dividend Aristocrats UCITS ETF Dis		Large Cap Blend Equities, Dividend
3%
UKDV.L
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist)		Europe Equities
3%
VHYG.L
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Accumulating		Dividend, Global Equities
3%
WUTI.L
SPDR MSCI World Utilits UCITS ETF		Utilities Equities
3%
XASX.L
Xtrackers MSCI UK ESG UCITS ETF 1D		Europe Equities
3%
XDWS.L
Xtrackers MSCI World Consumer Staples UCITS ETF 1C		Consumer Staples Equities
3%
XDWU.L
Xtrackers MSCI World Utilities UCITS ETF 1C		Utilities Equities
3%
XGSD.L
Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D		Global Equity Income
3%
XMCX.L
Xtrackers FTSE 250 UCITS ETF 1D		Europe Equities
3%
XS6R.L
Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C		Utilities Equities
3%
FLXD.L
Franklin European Quality Dividend UCITS ETF		Europe Equities
2.12%
IASP.L
iShares Asia Property Yield UCITS ETF		REIT
2.12%
ASDV.L
SPDR S&P Pan Asia Dividend Aristocrats UCITS		Asia Pacific Equities
2.11%
CSUK.L
iShares MSCI UK UCITS ETF (Acc)		Europe Equities
2.11%
FKU.L
First Trust United Kingdom AlphaDEX UCITS ETF Acc		Europe Equities
2.11%
GBDV.L
SPDR S&P Global Dividend Aristocrats UCITS		Global Equities, Dividend
2.11%
ISFU.L
iShares Core FTSE 100 UCITS ETF GBP (Dist)		Europe Equities
2.11%
IUKD.L
iShares UK Dividend UCITS ETF		Dividend
2.11%
CSPE.L
SPDR MSCI Europe Consumer Staples UCITS ETF		Consumer Staples Equities
2.10%
EDIV.L
Lyxor S&P Eurozone ESG Dividend Aristocrats (DR) UCITS ETF - Acc		Europe Equities
2.10%
EUDI.L
SPDR® S&P Euro Dividend Aristocrats UCITS ETF		Europe Equities
2.10%
HSUK.L
HSBC UK Sustainable Equity UCITS ETF GBP		Europe Equities
2.10%
CUKS.L
iShares MSCI UK Small Cap UCITS ETF (Acc)		Europe Equities
2.09%
ESIS.L
iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)		Consumer Staples Equities
2.09%
CSWG.L
Amundi MSCI Switzerland UCITS ETF CHF		Europe Equities
2.08%
ELLE.L
Lyxor Index Fund - Lyxor Global Gender Equality (DR) Ucits ETF		Global Equities
2.08%
ESEU.L
Invesco MSCI Europe Ex UK ESG Universal Screened UCITS ETF Acc		Europe Equities
2.08%
ESGE.L
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc		Europe Equities
2.08%
DFEP.L
WisdomTree Europe SmallCap Dividend UCITS ETF Acc		Europe Equities
2.06%
JEGA.L
JPMorgan Global Equity Premium Income Active UCITS ETF USD (Acc)		Derivative Income
2%
LCUK.L
Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist		Europe Equities
2%
LDUK.L
L&G Quality Equity Dividends ESG Exclusions UK UCITS ETF		Europe Equities
2%
LEMV.L
Ossiam Europe ESG Machine Learning ETF UCITS (EUR)		Europe Equities
2%
LGUK.L
L&G UK Equity UCITS ETF		Europe Equities
2%
MIVO.L
Amundi MSCI Europe Minimum Volatility UCITS		Europe Equities
2%
MACG.L
BlackRock ESG Multi-Asset Conservative Portfolio UCITS ETF GBP Hedged (Acc)		Diversified Portfolio
2%
HERG.L
Global X Video Games & Esports UCITS ETF Dist GBP		Technology Equities
1.14%

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 2026-02 GB ETFs OPT 4, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for 2026-02 GB ETFs OPT 4. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

2026-02 GB ETFs OPT 4 doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the 2026-02 GB ETFs OPT 4. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

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Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

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Not enough data to calculate this metric.

Diversification Ratio

—

Not enough data to calculate this metric.