Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 85.0% | 0.2% |
IAU.US iShares Gold Trust • US4642852044 | ETF | 10.0% | 0.25% |
VAGU.LSE Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating • IE00BG47KJ78 | ETF | 5.0% | 0.08% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.4% | +3.0% | -5.8% | +6.7% | +4.8% | -0.1% | -1.2% | +3.7% | - | - | - | - | +13.6% |
| 2025 | +4.4% | -1.7% | -5.8% | -3.3% | +5.0% | +0.4% | +4.2% | +0.2% | +3.9% | +4.4% | +0.2% | +0.5% | +12.5% |
| 2024 | +2.6% | +3.2% | +4.0% | -1.1% | +0.9% | +4.5% | +0.6% | -0.3% | +1.9% | +1.5% | +5.8% | -0.8% | +25.0% |
| 2023 | +4.8% | -0.2% | +0.7% | -0.1% | +2.3% | +2.6% | +2.4% | -0.8% | -1.5% | -2.4% | +4.9% | +3.5% | +17.0% |
| 2022 | -4.1% | -1.1% | +3.4% | -1.6% | -3.4% | -5.2% | +8.2% | -1.5% | -5.2% | +2.7% | +1.3% | -4.9% | -11.6% |
| 2021 | +0.7% | +1.8% | +5.1% | +1.3% | +0.4% | +3.6% | +1.0% | +2.7% | -1.8% | +4.2% | +0.6% | +3.4% | +25.3% |
| 2020 | +0.3% | -7.1% | -9.4% | +8.6% | +1.7% | +2.1% | +0.4% | +4.3% | -1.1% | -1.9% | +6.6% | +2.3% | +5.6% |
| 2019 | - | - | - | - | - | -0.7% | +3.3% | -0.7% | +2.5% | +0.1% | +3.3% | +1.9% | +10.0% |