Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
IUMF.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 25.0% | 0.2% |
IWFM.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +2.1% | -6.1% | +11.7% | +8.9% | +1.5% | - | - | - | - | - | - | +18.4% |
| 2025 | +5.5% | -3.8% | -7.6% | -1.3% | +6.5% | +2.2% | +4.8% | -0.9% | +4.3% | +3.8% | -1.2% | -0.2% | +11.7% |
| 2024 | +3.7% | +6.7% | +4.1% | -2.5% | +1.5% | +5.5% | -2.4% | -0.5% | +0.6% | +3.5% | +5.7% | -0.9% | +27.6% |
| 2023 | +0.7% | -0.6% | -0.9% | +0.7% | -1.7% | +4.0% | +1.5% | +0.4% | -0.5% | -2.4% | +4.7% | +4.7% | +10.7% |
| 2022 | -7.6% | -1.0% | +6.9% | -5.3% | -2.4% | -4.5% | +5.7% | +2.3% | -2.8% | +4.5% | -0.2% | -3.0% | -8.3% |
| 2021 | +0.3% | -1.1% | +2.3% | +5.7% | -2.6% | +4.0% | +1.0% | +4.2% | -1.3% | +4.5% | +0.8% | +0.0% | +18.7% |
| 2020 | +2.0% | -6.1% | -7.0% | +7.8% | +6.3% | +3.7% | +0.1% | +5.7% | +0.8% | -3.9% | +7.2% | +2.2% | +18.8% |
| 2019 | +3.9% | +2.5% | +3.6% | +2.9% | -0.4% | +5.0% | +6.3% | -1.9% | -0.0% | -3.5% | +3.3% | -0.1% | +23.2% |
| 2018 | +0.8% | +1.1% | -5.6% | +4.1% | +5.0% | +0.8% | +2.6% | +4.2% | +0.6% | -6.8% | +0.4% | -7.0% | -0.8% |
| 2017 | -0.1% | +4.5% | +0.9% | -1.6% | +3.4% | -0.2% | +1.5% | +2.9% | -1.6% | +4.7% | +0.2% | +1.6% | +17.1% |
| 2016 | - | - | - | - | - | - | - | - | - | -0.1% | -1.1% | +3.4% | +2.1% |