Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 80.0% | 0.07% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 20.0% | 0.2% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | -0.8% | -6.6% | +13.0% | +7.3% | -0.9% | - | - | - | - | - | - | +12.3% |
| 2025 | +3.6% | -3.5% | -5.7% | -0.1% | +7.4% | +4.8% | +2.8% | +0.9% | +3.4% | +2.5% | -0.3% | +0.9% | +17.4% |
| 2024 | +2.7% | +4.9% | +3.6% | -3.3% | +2.7% | +5.8% | -0.1% | +1.4% | +2.8% | +0.1% | +5.3% | -1.9% | +26.4% |
| 2023 | +4.4% | -1.7% | +2.1% | +1.8% | -0.4% | +6.8% | +3.0% | -0.9% | -4.5% | -3.1% | +9.2% | +5.5% | +23.5% |
| 2022 | -7.1% | -1.6% | +5.1% | -8.6% | -2.4% | -7.8% | +7.6% | -2.3% | -7.3% | +6.7% | +2.2% | -2.9% | -18.5% |
| 2021 | +0.5% | +1.9% | +3.0% | +5.5% | +0.3% | +2.0% | +2.2% | +3.3% | -3.6% | +6.0% | -0.8% | +3.2% | +25.8% |
| 2020 | +1.4% | -9.8% | -8.8% | +10.3% | +3.6% | +2.8% | +5.9% | +8.1% | -3.0% | -3.4% | +10.1% | +3.9% | +20.0% |
| 2019 | - | - | - | - | -3.5% | +5.8% | +3.2% | -2.8% | +1.7% | +1.5% | +4.0% | +2.3% | +12.2% |