Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718 | ETF | 50.0% | 0.03% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 30.0% | 0.2% |
XMED.LSE Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 20.0% | 0.12% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +0.0% | -7.4% | +13.5% | +7.9% | +2.0% | - | - | - | - | - | - | +17.4% |
| 2025 | +4.8% | -2.3% | -4.8% | +1.3% | +7.3% | +4.0% | +1.5% | +1.1% | +3.5% | +1.8% | -0.3% | +1.4% | +20.5% |
| 2024 | +2.6% | +5.1% | +3.8% | -3.1% | +3.2% | +4.3% | -0.4% | +2.1% | +2.5% | -0.9% | +3.9% | -2.2% | +22.6% |
| 2023 | - | - | - | - | - | - | - | - | - | +0.0% | +9.1% | +5.5% | +15.1% |