Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 50.0% | 0.07% |
XMED.LSE Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 30.0% | 0.12% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 20.0% | 0.3% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | -0.3% | -7.2% | +11.9% | +6.7% | -2.4% | - | - | - | - | - | - | +9.5% |
| 2025 | +3.6% | -2.6% | -4.9% | +1.0% | +7.3% | +4.8% | +2.2% | +1.3% | +3.3% | +3.2% | -0.3% | +1.3% | +21.6% |
| 2024 | +1.4% | +3.5% | +3.2% | -2.9% | +3.5% | +4.6% | +0.1% | +1.6% | +2.2% | -1.4% | +3.7% | -0.8% | +20.0% |
| 2023 | +7.4% | -0.8% | +3.9% | +2.1% | +0.7% | +6.2% | +3.3% | -1.9% | -4.4% | -3.3% | +9.7% | +5.7% | +31.4% |
| 2022 | -6.8% | -2.3% | +3.7% | -8.4% | -2.1% | -8.6% | +8.1% | -3.7% | -8.2% | +5.0% | +4.2% | -2.8% | -21.3% |
| 2021 | -0.2% | +1.6% | +3.4% | +5.1% | +1.4% | +2.0% | +2.4% | +2.9% | -4.2% | +5.5% | -0.6% | +3.8% | +25.4% |
| 2020 | +0.3% | -9.3% | -9.5% | +9.6% | +4.1% | +4.0% | +5.5% | +7.7% | -3.6% | -3.9% | +11.7% | +4.8% | +20.5% |
| 2019 | - | - | - | - | -4.1% | +6.3% | +1.8% | -3.2% | +2.2% | +2.8% | +3.4% | +3.1% | +12.4% |