Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRP.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 90.0% | 0.19% |
CSH2.LSE Amundi Smart Overnight Return UCITS ETF GBP Hedged Acc • LU1230136894 | ETF | 10.0% | 0.1% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +3.0% | -5.4% | +6.8% | +5.7% | +0.6% | -0.4% | - | - | - | - | - | +10.8% |
| 2025 | +4.1% | -3.2% | -5.3% | -2.2% | +4.7% | +2.6% | +5.1% | -0.1% | +3.4% | +4.5% | -0.7% | -0.0% | +13.0% |
| 2024 | +1.1% | +3.6% | +3.2% | -1.6% | +0.9% | +3.9% | -0.2% | -0.4% | +0.6% | +2.1% | +4.5% | -0.4% | +18.2% |
| 2023 | +4.0% | -0.6% | +0.4% | -0.1% | +0.3% | +3.1% | +2.2% | -0.9% | -0.2% | -2.7% | +4.2% | +4.1% | +14.5% |
| 2022 | -4.5% | -1.6% | +4.4% | -2.7% | -1.6% | -4.3% | +5.5% | +1.4% | -3.8% | +1.1% | +1.5% | -2.5% | -7.4% |
| 2021 | -0.3% | +0.4% | +3.6% | +3.4% | -0.7% | +3.3% | +0.2% | +3.0% | -1.5% | +2.5% | +1.1% | +1.8% | +17.9% |
| 2020 | -0.9% | -5.5% | -7.9% | +6.9% | +5.4% | +2.9% | -0.9% | +4.7% | +0.2% | -2.7% | +7.8% | +2.1% | +11.3% |
| 2019 | - | - | - | - | - | - | +1.6% | -2.6% | +1.5% | -2.4% | +2.7% | +0.9% | +1.6% |