Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
AGGH.AS iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 15.0% | 0.1% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 15.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.3% | -5.6% | +5.6% | +2.3% | - | - | - | - | - | - | - | +7.6% |
| 2025 | +4.2% | -1.2% | -4.2% | -2.4% | +3.8% | +0.2% | +3.7% | +0.2% | +4.0% | +4.0% | +0.6% | +0.4% | +13.7% |
| 2024 | +2.1% | +2.5% | +3.9% | -0.8% | +0.9% | +3.7% | +0.8% | +0.1% | +2.1% | +1.5% | +4.8% | -0.9% | +22.5% |
| 2023 | +4.3% | -0.8% | +1.3% | -0.1% | +1.9% | +1.7% | +2.1% | -0.7% | -1.6% | -1.6% | +4.3% | +3.1% | +14.7% |
| 2022 | -3.5% | -0.8% | +3.0% | -1.5% | -3.2% | -4.2% | +6.5% | -1.6% | -4.7% | +1.7% | +1.7% | -3.9% | -10.6% |
| 2021 | - | - | - | - | +1.2% | +2.5% | +1.1% | +2.0% | -1.5% | +3.4% | +0.6% | +2.9% | +12.7% |