BRW Balanced Return Institutional

Status: 10/16/2025

Asset Allocation

Top securities

Value Share in percent
USA 21/31 9.88 %
BUNDANL.V.21/31 7.38 %
BUND SCHATZANW. 23/25 7.31 %
USA 23/33 5.59 %
BUNDESOBL.V.21/26 S.183 4.51 %
USA 23/33 3.63 %
BUNDANL.V.21/31 3.45 %
USA 22/32 2.58 %
USA 22/32 2.52 %
USA 22/32 2.52 %

Breakdown by industries

Breakdown by countries

Breakdown by currencies

investment structure according to indices

Value Share in percent
S&P 500 Index 14.48 %
STXE 600 Index (Price) (EUR) 3.12 %
STXE 50 Index (Price) (EUR) 2.31 %
Other Stock Exchanges 1.97 %
Other USA 1.96 %

Breakdown by business sectors

Breakdown by securities