What is my exposure to other currencies?
A currency question asks how much of a portfolio moves with an exchange rate rather than with the assets themselves. A fund priced in one currency can hold assets in several, so the exposure is rarely the currency on the ticket.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here is your currency exposure (other than EUR). The table lists each currency, its value (EUR) and its share of the portfolio.
| Asset | Value (EUR) | Weight (%) |
|---|---|---|
| USD | 20.721,48 € | 22,77% |
| Crypto | 7.835,60 € | 8,61% |
| Cash | 5.510,23 € | 6,06% |
| Precious metal | 4.575,79 € | 5,03% |
| TWD | 907,08 € | 1,00% |
| JPY | 882,20 € | 0,97% |
| KRW | 765,90 € | 0,84% |
| HKD | 660,52 € | 0,73% |
| GBP | 529,32 € | 0,58% |
| CAD | 520,27 € | 0,57% |
| INR | 415,50 € | 0,46% |
| CHF | 333,28 € | 0,37 € |
| AUD | 253,35 € | 0,28% |
| BRL | 127,76 € | 0,14% |
| SEK | 117,62 € | 0,13% |
| ZAR | 114,85 € | 0,13% |
| CNY | 106,80 € | 0,12% |
| SAR | 90,71 € | 0,10% |
| MXN | 64,37 € | 0,07% |
| DKK | 61,83 € | 0,07% |
| SGD | 51,28 € | 0,06% |
| MYR | 44,62 € | 0,05% |
| THB | 40,60 € | 0,04% |
| PLN | 40,23 € | 0,04% |
| AED | 38,41 € | 0,04% |
| ILS | 34,69 € | 0,04% |
| NOK | 25,64 € | 0,03% |
| IDR | 24,87 € | 0,03% |
| TRY | 21,22 € | 0,02% |
| KWD | 20,85 € | 0,02% |
| CLP | 18,65 € | 0,02% |
| QAR | 17,56 € | 0,02% |
| HUF | 11,34 € | 0,01% |
| PHP | 11,34 € | 0,01% |
| NZD | 7,54 € | 0,01% |
| COP | 5,12 € | 0,01% |
| CZK | 4,02 € | 0,00% |
| EGP | 2,56 € | 0,00% |
Notes:
- EUR exposure is 45.986,84 € (50,53%) and not shown above.
- Currency coverage in your data is 100,00%, so this table reflects the full currency breakdown.
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