Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MVOL.LSE iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 70.0% | 0.3% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 30.0% | 0.3% |
| Total | 100.0% | 0.30% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +0.1% | -5.9% | +10.2% | +7.3% | -0.5% | -0.3% | - | - | - | - | - | +11.2% |
| 2025 | +3.0% | -2.1% | -3.9% | +1.1% | +6.2% | +3.8% | +1.5% | +0.7% | +2.9% | +2.4% | -0.2% | +0.1% | +16.1% |
| 2024 | +2.3% | +2.5% | +2.1% | -3.4% | +2.6% | +5.7% | +0.4% | +2.0% | +1.9% | -0.9% | +4.2% | -1.1% | +19.6% |
| 2023 | +5.5% | -1.3% | +5.9% | +1.7% | +2.0% | +5.0% | +2.6% | -1.2% | -3.8% | -2.5% | +8.4% | +4.8% | +29.9% |
| 2022 | -8.3% | -2.1% | +5.1% | -8.3% | -3.5% | -6.2% | +7.0% | -2.9% | -7.3% | +2.9% | +2.9% | -2.9% | -22.4% |
| 2021 | -0.0% | -1.0% | +3.0% | +4.2% | +0.6% | +3.3% | +2.8% | +3.0% | -4.5% | +4.6% | +0.7% | +3.2% | +21.4% |
| 2020 | +2.9% | -8.3% | -6.3% | +8.8% | +3.4% | +3.2% | +5.3% | +6.8% | -2.9% | -3.4% | +7.9% | +4.1% | +21.7% |
| 2019 | +6.3% | +3.3% | +2.5% | +2.6% | -3.3% | +5.4% | +2.4% | -0.9% | +1.1% | +1.9% | +2.5% | +1.9% | +28.6% |
| 2018 | +4.6% | -2.2% | -2.8% | +1.3% | +1.7% | +1.1% | +2.5% | +3.3% | +0.6% | -6.2% | +1.0% | -6.1% | -1.9% |
| 2017 | +1.9% | +4.2% | +1.0% | +1.5% | +3.2% | -1.2% | +2.7% | +1.0% | +0.2% | +2.8% | +2.2% | +1.2% | +22.7% |
| 2016 | -5.1% | +2.7% | +5.2% | -1.5% | +2.0% | +1.6% | +4.3% | -1.7% | +1.1% | -2.7% | -0.4% | +1.9% | +7.1% |
| 2015 | -0.3% | +4.1% | -0.8% | +1.3% | -0.2% | -2.1% | +3.8% | -4.5% | -2.8% | +8.4% | -0.8% | +0.7% | +6.3% |
| 2014 | -2.4% | +4.7% | -0.4% | +0.7% | +2.6% | +2.3% | -0.0% | +3.1% | -1.3% | +2.6% | +3.1% | -0.3% | +15.3% |
| 2013 | +3.1% | +0.6% | +6.3% | +2.7% | -1.1% | -2.4% | +4.3% | -2.1% | +3.9% | +4.4% | +0.9% | +0.9% | +23.4% |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | -0.6% | -0.6% |