Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 70.0% | 0.07% |
XMME.LSE Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 15.0% | 0.18% |
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 | +1.5% | -0.5% | -7.0% | +12.9% | +7.3% | -2.7% | - | - | - | - | - | - | +10.7% |
| 2025 | +2.9% | -3.7% | -5.4% | -0.2% | +7.4% | +5.5% | +3.2% | +1.0% | +3.8% | +3.5% | -0.5% | +0.8% | +19.2% |
| 2024 | +1.5% | +4.1% | +3.2% | -2.9% | +2.6% | +6.1% | +0.0% | +1.0% | +3.1% | -0.5% | +4.7% | -0.9% | +23.8% |
| 2023 | +6.9% | -1.7% | +3.7% | +1.2% | +1.5% | +6.5% | +3.6% | -1.7% | -4.4% | -3.3% | +9.4% | +5.5% | +29.5% |
| 2022 | -6.5% | -2.2% | +4.0% | -8.4% | -2.6% | -7.8% | +7.7% | -2.5% | -8.3% | +4.0% | +3.3% | -3.3% | -21.7% |
| 2021 | +0.7% | +1.7% | +2.9% | +4.7% | +0.7% | +2.6% | +1.4% | +3.1% | -4.0% | +5.2% | -0.1% | +3.5% | +24.5% |
| 2020 | +0.1% | -8.9% | -9.0% | +10.5% | +3.4% | +3.9% | +6.2% | +8.1% | -3.4% | -2.6% | +10.1% | +4.8% | +22.5% |
| 2019 | - | - | - | - | -3.9% | +6.1% | +2.5% | -3.5% | +2.1% | +2.4% | +3.6% | +3.4% | +12.9% |