Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MXWS.LSE Invesco MSCI World UCITS ETF Acc • IE00B60SX394 | ETF | 79.0% | 0.05% |
MXFP.LSE Invesco MSCI Emerging Markets UCITS ETF Acc • IE00B3DWVS88 | ETF | 15.0% | 0.09% |
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 6.0% | 0.12% |
| Total | 100.0% | 0.06% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +3.5% | -6.3% | +7.0% | +4.6% | - | - | - | - | - | - | - | +9.9% |
| 2025 | +4.7% | -3.3% | -5.5% | -2.0% | +4.9% | +2.5% | +5.5% | -0.0% | +4.2% | +5.2% | -0.4% | -0.0% | +16.0% |
| 2024 | +0.9% | +3.8% | +3.7% | -1.5% | +0.9% | +4.1% | -0.3% | -0.4% | +0.8% | +2.6% | +4.7% | -0.6% | +20.2% |
| 2023 | +4.4% | -0.8% | +0.8% | -0.1% | +0.2% | +3.1% | +2.4% | -1.1% | -0.3% | -2.6% | +4.3% | +4.5% | +15.4% |
| 2022 | -5.0% | -1.1% | +4.8% | -2.8% | -1.9% | -4.4% | +5.6% | +1.6% | -4.1% | +1.0% | +1.8% | -2.7% | -7.7% |
| 2021 | -0.4% | -0.0% | +3.6% | +3.7% | -0.6% | +3.5% | +0.1% | +3.2% | -1.5% | +2.5% | +1.4% | +1.7% | +18.4% |
| 2020 | -0.9% | -5.4% | -8.2% | +7.5% | +7.0% | +2.1% | -0.5% | +4.5% | +0.3% | -2.8% | +7.6% | +2.6% | +13.0% |
| 2019 | +4.5% | +1.3% | +3.0% | +2.9% | -2.0% | +5.5% | +5.0% | -2.5% | +0.6% | -1.4% | +1.9% | +1.2% | +21.3% |
| 2018 | +0.7% | -1.3% | -4.3% | +3.0% | +3.3% | +0.0% | +2.9% | +1.5% | +0.1% | -5.2% | +1.1% | -5.8% | -4.4% |
| 2017 | +1.4% | +2.6% | +1.4% | -1.8% | +2.2% | +0.0% | +1.2% | +2.9% | -2.8% | +3.6% | -0.2% | +2.2% | +13.2% |
| 2016 | -1.3% | +0.7% | +4.7% | +3.2% | -2.6% | +9.8% | +5.2% | +0.3% | +2.6% | +4.7% | -2.2% | +3.2% | +31.1% |
| 2015 | - | - | - | - | - | - | - | -1.6% | +1.2% | +3.9% | -0.3% | +1.9% | +5.0% |