Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718 | ETF | 45.0% | 0.03% |
XMED.LSE Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 25.0% | 0.12% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 15.0% | 0.2% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 15.0% | 0.3% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | -0.1% | -7.4% | +12.7% | +7.3% | +0.8% | - | - | - | - | - | - | +14.7% |
| 2025 | +4.3% | -2.3% | -4.7% | +1.4% | +7.3% | +4.3% | +1.7% | +1.3% | +3.4% | +2.5% | -0.3% | +1.4% | +21.6% |
| 2024 | +1.9% | +4.2% | +3.5% | -3.0% | +3.5% | +4.3% | -0.2% | +1.9% | +2.3% | -1.3% | +3.6% | -1.4% | +20.6% |
| 2023 | - | - | - | - | - | - | - | - | - | +0.0% | +9.4% | +5.6% | +15.5% |