Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 65.0% | 0.2% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
XSX6.XETRA Xtrackers STOXX Europe 600 UCITS ETF 1C • LU0328475792 | ETF | 10.0% | 0.2% |
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 10.0% | 0.18% |
DBXJ.XETRA Xtrackers MSCI Japan UCITS ETF 1C • LU0274209740 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +2.0% | -7.4% | +2.4% | - | - | - | - | - | - | - | - | -0.9% |
| 2025 | +4.1% | -1.9% | -4.4% | -0.2% | +6.0% | +3.4% | +2.3% | +1.8% | +2.8% | +2.9% | +0.1% | +1.4% | +19.3% |
| 2024 | +1.1% | +3.2% | +3.7% | -2.7% | +2.3% | +2.9% | +1.6% | +1.1% | +1.9% | -1.5% | +4.3% | -2.1% | +16.9% |
| 2023 | +6.6% | -1.3% | +1.3% | +1.1% | -0.8% | +5.4% | +3.3% | -2.4% | -3.2% | -3.8% | +8.0% | +5.4% | +20.4% |
| 2022 | -5.3% | -1.6% | +2.6% | -5.5% | -2.0% | -8.0% | +7.5% | -2.8% | -7.7% | +4.5% | +5.0% | -3.0% | -16.5% |
| 2021 | +0.4% | +2.8% | +3.4% | +3.1% | +1.4% | +1.6% | +0.9% | +2.5% | -2.9% | +4.1% | -1.9% | +3.8% | +20.6% |
| 2020 | -1.2% | -8.9% | -12.1% | +8.9% | +3.7% | +3.0% | +2.9% | +5.9% | -1.9% | -2.6% | +11.8% | +4.3% | +11.7% |
| 2019 | +7.8% | +3.0% | +1.3% | +3.3% | -5.4% | +5.2% | +1.5% | -2.7% | +2.8% | +1.8% | +3.2% | +2.8% | +26.7% |
| 2018 | - | - | - | +1.5% | +0.8% | -0.5% | +2.5% | +0.4% | +0.7% | -7.1% | +0.7% | -6.9% | -8.1% |