Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
CBE3.LSE iShares Euro Government Bond 1-3yr UCITS ETF (Acc) • IE00B3VTMJ91 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.5% | -4.5% | +1.7% | - | - | - | - | - | - | - | - | -0.4% |
| 2025 | +3.5% | -1.7% | -5.7% | -2.9% | +4.7% | +0.8% | +3.7% | -0.2% | +2.4% | +3.6% | -0.4% | +0.3% | +7.8% |
| 2024 | +2.3% | +2.9% | +2.9% | -1.4% | +0.9% | +4.0% | +0.4% | -0.2% | +1.6% | +0.6% | +5.6% | -0.8% | +20.2% |
| 2023 | +4.0% | -0.1% | +0.4% | +0.0% | +1.9% | +2.8% | +2.2% | -0.7% | -1.2% | -2.7% | +4.7% | +3.3% | +15.2% |
| 2022 | -3.7% | -1.7% | +3.0% | -1.9% | -2.7% | -4.8% | +7.2% | -1.4% | -5.0% | +2.8% | +1.1% | -4.5% | -11.6% |
| 2021 | +0.8% | +2.3% | +4.7% | +1.2% | -0.1% | +3.6% | +0.6% | +2.4% | -1.5% | +3.6% | +0.3% | +3.1% | +22.8% |
| 2020 | -0.5% | -6.6% | -8.9% | +7.2% | +1.7% | +1.9% | -0.1% | +4.4% | -0.7% | -1.5% | +7.1% | +1.7% | +4.3% |
| 2019 | - | - | - | - | - | - | +0.0% | -1.4% | +2.6% | +0.0% | +3.3% | +1.8% | +6.4% |