Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 20.0% | 0.25% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +1.2% | -8.1% | +11.9% | +6.0% | -0.4% | - | - | - | - | - | - | +12.7% |
| 2025 | +4.0% | -2.1% | -4.0% | +1.3% | +6.6% | +4.4% | +1.5% | +1.8% | +3.5% | +2.1% | -0.0% | +1.7% | +22.1% |
| 2024 | +1.7% | +4.3% | +3.8% | -2.9% | +2.9% | +4.0% | +0.6% | +1.7% | +2.5% | -1.5% | +3.7% | -1.9% | +20.1% |
| 2023 | +5.5% | -2.3% | +2.2% | +1.8% | -1.9% | +6.1% | +3.4% | -2.3% | -3.9% | -3.3% | +9.0% | +5.3% | +20.2% |
| 2022 | -6.0% | -1.7% | +3.2% | -7.9% | -1.8% | -8.1% | +5.9% | -2.6% | -8.1% | +5.1% | +5.6% | -1.9% | -18.1% |
| 2021 | +0.2% | +1.6% | +2.2% | +4.7% | +1.1% | +1.0% | +1.0% | +2.6% | -3.5% | +4.8% | -2.3% | +3.3% | +17.6% |
| 2020 | -0.1% | -9.2% | -10.2% | +8.7% | +3.8% | +4.0% | +5.4% | +6.8% | -2.7% | -3.0% | +11.2% | +5.0% | +18.6% |
| 2019 | - | - | - | - | - | - | -0.5% | -2.8% | +1.9% | +2.2% | +2.8% | +2.9% | +6.6% |