Moderate Growth with hedge thus using both growth engines and shock absorvers
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IBTA.LSE iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) • IE00BYXPSP02 | ETF | 20.0% | 0.07% |
IWVL.LSE iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 20.0% | 0.25% |
VDPA.LSE Vanguard USD Corporate Bond UCITS ETF Accumulating • IE00BGYWFK87 | ETF | 15.0% | 0.07% |
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718 | ETF | 15.0% | 0.03% |
XAID.LSE Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C • IE00BGV5VN51 | ETF | 10.0% | 0.35% |
XMME.LSE Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 10.0% | 0.18% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.1% | +1.8% | -6.5% | +8.2% | +7.5% | -1.7% | - | - | - | - | - | - | +13.3% |
| 2025 | +3.1% | -0.1% | -0.4% | +1.1% | +3.2% | +3.6% | +0.9% | +2.3% | +4.1% | +2.8% | +0.8% | +1.9% | +25.7% |
| 2024 | +0.4% | +1.4% | +3.4% | -1.8% | +1.6% | +2.4% | +1.5% | +1.2% | +2.6% | -1.0% | +1.6% | -1.6% | +12.2% |
| 2023 | - | - | - | - | - | - | - | - | - | +0.0% | +6.3% | +3.8% | +10.3% |