Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 85.0% | 0.2% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +1.2% | -7.8% | +2.4% | - | - | - | - | - | - | - | - | -2.3% |
| 2025 | +3.7% | -2.3% | -3.9% | +0.8% | +6.3% | +4.7% | +2.0% | +1.9% | +3.1% | +2.6% | +0.1% | +1.5% | +22.0% |
| 2024 | +1.0% | +3.3% | +3.6% | -2.7% | +2.5% | +3.8% | +1.2% | +1.7% | +2.5% | -1.7% | +3.9% | -2.0% | +18.0% |
| 2023 | +6.7% | -2.2% | +2.6% | +1.6% | -1.3% | +6.2% | +3.6% | -2.6% | -3.9% | -3.6% | +9.2% | +5.5% | +22.9% |
| 2022 | -5.6% | -1.8% | +2.9% | -7.3% | -1.7% | -8.5% | +6.7% | -2.9% | -8.3% | +4.6% | +5.6% | -2.2% | -18.3% |
| 2021 | -0.1% | +2.6% | +2.5% | +4.2% | +1.7% | +1.1% | +1.1% | +2.4% | -3.6% | +4.5% | -2.1% | +4.0% | +19.4% |
| 2020 | -0.9% | -9.1% | -11.4% | +9.0% | +3.8% | +3.5% | +5.2% | +6.8% | -2.9% | -2.9% | +12.2% | +4.9% | +16.4% |
| 2019 | +7.5% | +2.8% | +1.1% | +3.3% | -5.5% | +6.1% | +0.9% | -3.1% | +2.4% | +2.3% | +2.9% | +3.1% | +25.7% |
| 2018 | +5.0% | -3.6% | -2.6% | +1.4% | -0.3% | -0.4% | +2.7% | +0.4% | +0.8% | -7.7% | +1.0% | -6.2% | -9.7% |
| 2017 | +2.1% | +3.3% | +1.4% | +1.4% | +2.0% | +0.5% | +2.9% | +0.2% | +2.1% | +2.2% | +1.7% | +2.3% | +24.6% |
| 2016 | -7.2% | +1.0% | +6.8% | +0.7% | +0.6% | -0.8% | +4.6% | +0.4% | +1.0% | -1.8% | +0.6% | +2.3% | +7.8% |
| 2015 | -2.2% | +5.6% | -1.4% | +3.1% | -0.7% | -2.3% | +0.8% | -6.5% | -4.3% | +8.0% | -0.8% | -1.5% | -3.1% |
| 2014 | - | - | - | - | - | +0.4% | -1.0% | +1.9% | -2.8% | +0.3% | +1.7% | -1.3% | -0.9% |