Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VNRG.LSE Vanguard FTSE North America UCITS ETF (USD) Accumulating • IE00BK5BQW10 | ETF | 40.0% | 0.08% |
VERG.LSE Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating • IE00BK5BQY34 | ETF | 15.0% | 0.1% |
VDPG.LSE Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating • IE00BK5BQZ41 | ETF | 15.0% | 0.15% |
VUKG.LSE Vanguard FTSE 100 UCITS ETF (GBP) Accumulating • IE00BFMXYP42 | ETF | 15.0% | 0.09% |
VJPB.LSE Vanguard FTSE Japan UCITS ETF (USD) Accumulating • IE00BFMXYX26 | ETF | 15.0% | 0.1% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +6.2% | -7.5% | +7.1% | +6.9% | +1.1% | -2.1% | - | - | - | - | - | +14.0% |
| 2025 | +5.0% | -2.1% | -4.8% | -1.1% | +4.9% | +2.3% | +4.7% | +0.7% | +3.0% | +5.5% | -0.8% | +1.0% | +19.2% |
| 2024 | +0.4% | +3.2% | +3.7% | -1.7% | +1.1% | +2.7% | +0.4% | -0.2% | -0.2% | +0.4% | +4.0% | +12.9% | +29.2% |
| 2023 | +4.7% | -0.6% | +0.1% | +0.3% | -0.7% | +2.9% | +2.3% | -1.7% | +0.3% | -3.3% | +4.3% | +4.9% | +14.0% |
| 2022 | -4.8% | -0.5% | +4.2% | -2.5% | -1.0% | -5.4% | +6.0% | +0.7% | -4.7% | +1.6% | +3.8% | -2.1% | -5.3% |
| 2021 | -0.9% | +0.6% | +4.2% | +3.3% | -0.4% | +2.7% | +0.3% | +2.8% | -0.9% | +1.8% | +0.2% | +2.3% | +16.9% |
| 2020 | -1.4% | -6.6% | -8.6% | +6.8% | +5.7% | +3.3% | -2.5% | +4.6% | +0.7% | -3.4% | +10.2% | +2.8% | +10.4% |
| 2019 | - | - | - | - | - | - | - | - | +0.6% | -2.4% | +2.4% | +0.9% | +1.5% |