Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWDA.SW iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 70.0% | 0.2% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +3.1% | -6.4% | +9.7% | +3.4% | - | - | - | - | - | - | - | +10.2% |
| 2025 | +4.0% | -2.1% | -7.0% | -3.7% | +5.8% | +0.8% | +3.8% | +1.1% | +2.9% | +4.2% | -0.3% | +0.5% | +9.7% |
| 2024 | +3.0% | +3.3% | +3.6% | -1.2% | +0.7% | +5.0% | +0.1% | -0.4% | +2.1% | +0.3% | +6.2% | -0.7% | +23.9% |
| 2023 | +5.6% | -0.1% | +0.1% | -0.3% | +1.6% | +4.0% | +3.1% | -1.6% | -1.4% | -3.8% | +6.1% | +3.5% | +17.6% |
| 2022 | -4.2% | -1.8% | +3.2% | -2.1% | -3.1% | -6.1% | +8.3% | -0.6% | -6.6% | +2.8% | +1.2% | -4.9% | -13.9% |
| 2021 | +0.9% | +2.9% | +4.9% | +1.4% | +0.0% | +4.2% | +0.0% | +2.7% | -1.5% | +3.8% | -0.0% | +3.6% | +25.2% |
| 2020 | -0.2% | -8.2% | -12.1% | +9.4% | +2.3% | +2.6% | -0.0% | +6.3% | -1.5% | -1.8% | +8.2% | +4.3% | +7.2% |
| 2019 | +8.1% | +3.1% | +2.2% | +3.4% | -5.1% | +3.7% | +3.3% | -3.3% | +3.7% | +0.5% | +4.0% | +2.0% | +27.7% |
| 2018 | +1.1% | -1.9% | -3.4% | +4.3% | +1.8% | -0.0% | +1.7% | -0.1% | +0.7% | -5.9% | +1.9% | -6.6% | -6.8% |
| 2017 | +1.0% | +5.2% | +0.3% | -0.2% | -1.0% | -1.5% | +0.2% | +0.2% | +2.1% | +4.0% | -0.7% | +1.6% | +11.7% |
| 2016 | -8.2% | +1.5% | +3.3% | +1.4% | +1.2% | -0.3% | +5.3% | +0.0% | +0.8% | -0.1% | +3.6% | +2.6% | +11.1% |
| 2015 | +5.6% | +6.4% | +2.3% | -0.1% | +1.2% | -3.3% | +0.4% | -10.4% | -2.4% | +9.8% | +2.3% | -3.9% | +6.5% |
| 2014 | - | - | - | - | - | -0.8% | +1.4% | +4.0% | +0.1% | +0.7% | +2.5% | +0.6% | +8.9% |