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 | +3.3% | +2.3% | -7.9% | +2.4% | - | - | - | - | - | - | - | - | -0.4% |
| 2025 | +4.0% | -1.0% | -3.9% | -0.6% | +5.8% | +3.1% | +2.3% | +1.3% | +3.2% | +3.2% | -0.1% | +1.5% | +20.1% |
| 2024 | +0.7% | +3.1% | +3.6% | -1.7% | +2.1% | +3.1% | +1.0% | +1.0% | +2.3% | -1.8% | +3.0% | -1.4% | +15.8% |
| 2023 | +6.5% | -1.7% | +1.5% | +1.0% | -0.9% | +4.7% | +3.5% | -2.8% | -2.6% | -3.8% | +7.8% | +4.6% | +18.3% |
| 2022 | -4.0% | -2.5% | +1.9% | -4.5% | -1.7% | -7.5% | +6.2% | -2.3% | -8.0% | +3.1% | +6.4% | -3.0% | -15.7% |
| 2021 | +0.7% | +2.4% | +3.3% | +2.6% | +1.7% | +1.8% | -0.1% | +2.3% | -3.0% | +3.8% | -1.9% | +3.6% | +18.6% |
| 2020 | -2.1% | -8.0% | -12.7% | +8.5% | +2.6% | +4.1% | +3.2% | +4.8% | -1.6% | -2.3% | +11.3% | +4.2% | +10.0% |
| 2019 | +7.8% | +2.4% | +1.7% | +3.1% | -5.6% | +5.1% | +0.9% | -2.9% | +2.9% | +1.7% | +2.7% | +3.7% | +25.6% |
| 2018 | +3.7% | -3.4% | -2.3% | +2.0% | +0.1% | -1.3% | +2.8% | -0.8% | +0.5% | -6.9% | +1.4% | -5.8% | -10.1% |
| 2017 | - | - | - | - | - | - | - | - | +0.2% | +2.8% | +0.3% | +2.0% | +5.3% |