optimized hedged plus bonds and gold
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDE.LSE iShares MSCI World EUR Hedged UCITS ETF (Acc) • IE00B441G979 | ETF | 50.0% | 0.55% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 25.0% | 0.1% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 5.0% | 0.15% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.2% | +1.8% | -6.1% | +6.2% | - | - | - | - | - | - | - | - | +4.7% |
| 2025 | +3.5% | -1.1% | -2.0% | +0.0% | +3.2% | +1.5% | +2.4% | +1.0% | +4.1% | +3.2% | +0.9% | +0.7% | +18.5% |
| 2024 | +1.4% | +2.0% | +3.9% | -1.0% | +1.6% | +3.1% | +1.0% | +0.9% | +2.1% | +1.0% | +2.9% | -0.9% | +19.4% |
| 2023 | +4.6% | -1.3% | +2.8% | +0.6% | +1.0% | +2.0% | +1.9% | -0.9% | -3.0% | -0.6% | +5.1% | +3.2% | +16.2% |
| 2022 | -4.0% | -0.0% | +2.4% | -3.6% | -2.5% | -4.4% | +4.7% | -2.4% | -4.8% | +1.8% | +2.1% | -2.0% | -12.6% |
| 2021 | -0.3% | -0.6% | +2.7% | +2.3% | +1.7% | +0.8% | +1.9% | +1.4% | -2.3% | +3.1% | +0.4% | +2.5% | +14.3% |
| 2020 | +1.8% | -4.8% | -5.0% | +5.9% | +2.1% | +2.1% | +2.8% | +3.1% | -1.8% | -1.9% | +4.0% | +2.6% | +10.9% |
| 2019 | +4.6% | +2.1% | +1.3% | +1.9% | -2.6% | +4.4% | +2.3% | +0.3% | +0.6% | +0.8% | +1.7% | +1.3% | +20.0% |
| 2018 | +1.4% | -1.5% | -2.0% | +1.6% | +1.4% | -0.6% | +0.8% | +0.7% | +0.1% | -3.2% | +0.1% | -3.1% | -4.5% |
| 2017 | - | - | - | - | - | - | - | - | - | - | - | +0.5% | +0.6% |