Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 30.0% | 0.35% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +2.4% | -5.5% | +2.2% | - | - | - | - | - | - | - | - | +0.7% |
| 2025 | +4.4% | -2.8% | -7.2% | -4.0% | +6.0% | +1.1% | +4.6% | +0.3% | +2.4% | +3.9% | -0.0% | +0.5% | +8.8% |
| 2024 | +1.8% | +3.4% | +3.8% | -2.3% | +1.3% | +3.5% | +1.7% | -0.9% | +1.7% | +0.7% | +7.3% | -2.2% | +21.2% |
| 2023 | +5.6% | +0.4% | -1.4% | -0.4% | +1.6% | +3.8% | +2.9% | -1.2% | -1.8% | -4.3% | +5.7% | +5.2% | +16.7% |
| 2022 | -5.3% | -1.1% | +3.4% | -2.1% | -3.4% | -6.4% | +9.8% | -1.4% | -6.2% | +4.0% | +1.1% | -5.5% | -13.6% |
| 2021 | +1.8% | +3.5% | +5.5% | +1.5% | -0.4% | +4.1% | +0.3% | +2.9% | -1.4% | +4.1% | -0.5% | +3.5% | +27.6% |
| 2020 | -1.1% | -8.6% | -13.4% | +10.4% | +2.8% | +2.2% | -0.5% | +5.4% | -0.7% | -1.3% | +9.8% | +2.9% | +5.4% |
| 2019 | - | - | - | - | - | - | +0.1% | -2.3% | +3.3% | +0.1% | +4.3% | +2.1% | +7.8% |