Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 60.0% | 0.07% |
XMME.LSE Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 20.0% | 0.18% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 20.0% | 0.2% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +0.1% | -7.4% | +13.7% | +7.8% | +1.2% | - | - | - | - | - | - | +17.2% |
| 2025 | +3.7% | -3.1% | -4.9% | +0.1% | +7.1% | +5.0% | +2.5% | +1.0% | +4.0% | +2.6% | -0.5% | +1.0% | +19.5% |
| 2024 | +1.8% | +5.0% | +3.6% | -2.8% | +2.5% | +5.5% | -0.1% | +1.3% | +3.3% | -0.5% | +4.3% | -1.9% | +24.0% |
| 2023 | +4.8% | -2.6% | +2.1% | +1.5% | -1.0% | +6.5% | +3.4% | -1.6% | -4.3% | -3.3% | +9.1% | +5.3% | +20.6% |
| 2022 | -6.4% | -1.8% | +3.8% | -8.2% | -2.2% | -7.4% | +6.1% | -1.8% | -7.9% | +5.5% | +3.8% | -2.6% | -18.9% |
| 2021 | +1.1% | +1.4% | +1.9% | +4.9% | +0.5% | +1.7% | +0.6% | +3.1% | -3.6% | +5.2% | -1.5% | +2.9% | +19.5% |
| 2020 | +0.0% | -8.9% | -9.7% | +9.8% | +3.1% | +3.9% | +6.4% | +7.5% | -3.0% | -2.6% | +9.9% | +4.7% | +20.2% |
| 2019 | - | - | - | - | -3.0% | +5.8% | +2.3% | -3.2% | +1.7% | +1.8% | +3.2% | +3.2% | +12.1% |