Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 100.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +1.7% | -7.5% | +16.1% | +8.6% | +6.3% | - | - | - | - | - | - | +27.7% |
| 2025 | +5.3% | -2.0% | -8.9% | -1.2% | +7.3% | -0.5% | +1.8% | +0.4% | +4.0% | +1.7% | -0.5% | +0.7% | +7.2% |
| 2024 | +7.6% | +8.4% | +5.2% | -2.4% | +2.1% | +6.8% | -3.1% | -0.4% | +1.3% | +1.9% | +7.0% | -0.4% | +38.4% |
| 2023 | -0.7% | -0.0% | -1.8% | +1.2% | -2.1% | +4.4% | +1.6% | +0.3% | -1.6% | -2.3% | +5.9% | +3.7% | +8.5% |
| 2022 | -7.3% | -1.2% | +6.9% | -5.9% | -4.2% | -5.3% | +6.7% | +0.3% | -4.6% | +7.7% | -1.0% | -4.1% | -12.8% |
| 2021 | +1.7% | -0.0% | +2.8% | +4.3% | -2.6% | +3.8% | +1.6% | +3.8% | -1.3% | +7.0% | -0.9% | +0.9% | +22.6% |
| 2020 | +5.3% | -8.5% | -6.8% | +7.6% | +3.5% | +3.7% | +1.5% | +7.1% | -1.4% | -2.9% | +5.0% | +4.0% | +17.9% |
| 2019 | +6.0% | +5.4% | +3.0% | +3.4% | -2.4% | +3.6% | +4.8% | -1.0% | +0.7% | -1.1% | +4.2% | +0.3% | +29.8% |
| 2018 | +2.5% | +1.2% | -5.0% | +5.0% | +5.2% | +0.7% | +0.8% | +4.2% | +1.6% | -8.2% | +0.6% | -7.1% | +0.4% |
| 2017 | +0.8% | +5.1% | +0.5% | +0.1% | +0.7% | -1.4% | +0.1% | +0.5% | +3.3% | +6.3% | -0.7% | +0.8% | +17.0% |
| 2016 | -5.7% | +0.8% | +0.2% | -0.6% | +4.3% | +2.6% | +3.5% | -3.7% | +0.9% | -1.8% | +4.9% | +2.2% | +7.4% |
| 2015 | +6.3% | +6.0% | +3.8% | -3.7% | +3.0% | -1.9% | +4.1% | -8.5% | -4.2% | +9.0% | +3.8% | -2.4% | +15.0% |
| 2014 | - | - | - | - | - | - | - | - | - | +1.3% | +4.8% | +2.5% | +8.9% |