Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +3.2% | -6.8% | +8.9% | - | - | - | - | - | - | - | - | +6.9% |
| 2025 | +4.0% | -1.1% | -6.1% | -3.2% | +5.5% | +0.7% | +3.4% | +0.8% | +3.0% | +4.0% | -0.3% | +0.8% | +11.6% |
| 2024 | +2.0% | +3.1% | +3.7% | -1.0% | +1.1% | +3.9% | +0.4% | -0.2% | +1.8% | -0.4% | +4.9% | -0.4% | +20.2% |
| 2023 | +5.6% | -0.2% | +0.2% | +0.1% | +0.8% | +3.5% | +3.0% | -2.0% | -1.3% | -3.8% | +6.0% | +3.8% | +16.4% |
| 2022 | -3.4% | -2.4% | +2.7% | -1.9% | -2.7% | -6.3% | +7.8% | -1.3% | -6.7% | +2.9% | +3.0% | -4.4% | -12.8% |
| 2021 | +1.1% | +2.7% | +5.0% | +1.3% | +0.9% | +3.4% | -0.1% | +2.6% | -1.9% | +3.9% | -0.7% | +3.4% | +23.4% |
| 2020 | -1.2% | -8.0% | -12.5% | +8.5% | +2.1% | +3.1% | +0.3% | +4.6% | -0.8% | -2.0% | +9.3% | +3.5% | +5.0% |
| 2019 | +7.8% | +2.9% | +2.3% | +3.3% | -5.3% | +3.9% | +2.3% | -2.8% | +3.5% | +0.6% | +3.5% | +2.7% | +27.0% |
| 2018 | +1.4% | -2.4% | -2.5% | +3.4% | +1.6% | -0.9% | +2.3% | -0.8% | +0.7% | -5.9% | +1.4% | -6.0% | -8.0% |
| 2017 | - | - | - | - | - | - | - | - | +0.7% | +3.5% | -0.9% | +1.8% | +5.1% |