Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FWIA.XETRA Invesco FTSE All-World UCITS ETF Acc • IE000716YHJ7 | ETF | 80.0% | 0.15% |
VAGF.XETRA Vanguard Global Aggregate Bond UCITS ETF EUR Hedged Accumulating • IE00BG47KH54 | ETF | 20.0% | 0.08% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +1.8% | -4.9% | +7.2% | - | - | - | - | - | - | - | - | +4.7% |
| 2025 | +4.0% | -2.1% | -6.2% | -3.2% | +4.9% | +1.0% | +4.0% | -0.3% | +2.6% | +3.7% | -0.4% | +0.4% | +8.1% |
| 2024 | +2.1% | +2.8% | +3.1% | -1.4% | +1.1% | +4.0% | +0.4% | -0.1% | +1.6% | +0.5% | +5.6% | -1.0% | +20.1% |
| 2023 | - | - | - | - | - | +0.7% | +2.4% | -0.7% | -1.5% | -2.9% | +5.2% | +3.8% | +6.8% |