Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 55.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 25.0% | 0.1% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +2.5% | -5.5% | +5.3% | - | - | - | - | - | - | - | - | +5.6% |
| 2025 | +4.0% | -0.7% | -2.9% | -1.6% | +2.7% | -0.1% | +3.1% | +0.4% | +4.2% | +3.7% | +0.9% | +0.5% | +14.9% |
| 2024 | +1.8% | +1.9% | +3.9% | -0.4% | +0.8% | +3.1% | +1.1% | +0.3% | +2.1% | +1.6% | +3.9% | -0.9% | +20.7% |
| 2023 | +4.0% | -1.1% | +1.8% | -0.1% | +1.6% | +0.9% | +1.8% | -0.6% | -1.7% | -0.8% | +3.7% | +2.8% | +12.9% |
| 2022 | -3.0% | -0.3% | +2.3% | -1.3% | -3.0% | -3.5% | +5.4% | -1.8% | -4.3% | +1.1% | +1.7% | -3.1% | -9.6% |
| 2021 | +0.3% | -0.3% | +3.7% | +1.1% | +1.0% | +1.9% | +1.3% | +1.6% | -1.5% | +2.8% | +0.7% | +2.5% | +16.0% |
| 2020 | +1.1% | -4.1% | -5.7% | +6.1% | +1.2% | +1.8% | +1.3% | +2.3% | -1.0% | -1.0% | +2.9% | +1.9% | +6.6% |
| 2019 | - | - | - | - | - | - | +0.3% | +1.2% | +0.9% | +0.1% | +1.7% | +1.6% | +5.8% |