Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718 | ETF | 40.0% | 0.03% |
MVOL.LSE iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 40.0% | 0.3% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 20.0% | 0.2% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +1.1% | -6.2% | +9.7% | +6.1% | +0.9% | - | - | - | - | - | - | +11.9% |
| 2025 | +4.2% | -1.5% | -3.2% | +0.5% | +5.4% | +3.0% | +1.0% | +1.1% | +2.5% | +0.7% | +0.5% | +0.5% | +15.2% |
| 2024 | +3.0% | +3.7% | +3.3% | -3.4% | +2.3% | +4.3% | +1.2% | +2.6% | +2.0% | -0.6% | +4.5% | -3.1% | +21.2% |
| 2023 | - | - | - | - | - | - | - | - | - | +0.0% | +7.5% | +4.4% | +12.3% |