Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDEW.F Xtrackers S&P 500 Equal Weight UCITS ETF 1C • IE00BLNMYC90 | ETF | 55.0% | 0.15% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 25.0% | 0.07% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.7% | +2.6% | -6.7% | +6.6% | +3.6% | -0.8% | - | - | - | - | - | - | +8.8% |
| 2025 | +3.4% | -0.9% | -1.9% | -1.0% | +5.1% | +3.8% | +2.5% | +0.6% | +2.0% | -0.0% | +1.4% | +2.2% | +18.3% |
| 2024 | -0.3% | +2.2% | +4.8% | -3.5% | +1.6% | +1.3% | +3.5% | +1.6% | +3.1% | -2.6% | +4.0% | -5.0% | +10.9% |
| 2023 | +7.2% | -3.5% | -1.0% | +2.1% | -3.9% | +6.9% | +2.8% | -2.7% | -4.5% | -4.9% | +9.3% | +6.3% | +13.3% |
| 2022 | -4.8% | -2.4% | +3.2% | -5.0% | -1.4% | -9.0% | +6.4% | -2.6% | -9.4% | +6.8% | +7.3% | -1.7% | -13.5% |
| 2021 | +1.4% | +3.7% | +3.7% | +4.5% | +2.6% | -0.4% | +0.4% | +2.1% | -3.6% | +3.3% | -1.3% | +4.9% | +23.1% |
| 2020 | -2.5% | -9.0% | -16.0% | +13.6% | +1.9% | +3.4% | +6.0% | +3.9% | -2.6% | -1.7% | +15.3% | +2.9% | +11.5% |
| 2019 | +8.1% | +3.6% | +0.6% | +3.1% | -6.5% | +7.2% | -0.1% | -2.7% | +2.9% | +0.9% | +3.2% | +3.1% | +25.1% |
| 2018 | +6.0% | -4.6% | -1.6% | -0.1% | +0.2% | -0.9% | +3.1% | +0.4% | -0.4% | -6.8% | +1.2% | -7.4% | -11.1% |
| 2017 | +1.7% | +3.4% | +1.7% | +1.5% | +0.9% | +1.6% | +2.2% | -0.9% | +2.6% | +1.6% | +2.8% | +1.8% | +23.0% |
| 2016 | -8.1% | +0.7% | +8.8% | +0.8% | +0.5% | -1.7% | +4.8% | +1.3% | -0.4% | -0.5% | +1.5% | +1.1% | +8.1% |
| 2015 | -2.7% | +5.5% | -0.5% | +1.9% | +0.3% | -3.4% | -0.0% | -5.5% | -3.9% | +6.6% | -0.4% | -1.1% | -3.8% |
| 2014 | - | - | - | - | - | - | - | - | -2.8% | +0.7% | +1.8% | -0.9% | -1.2% |