Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 71.5% | 0.07% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 23.5% | 0.2% |
XMME.LSE Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.11% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | -0.5% | -6.8% | +13.5% | +7.7% | +1.0% | - | - | - | - | - | - | +15.7% |
| 2025 | +3.8% | -3.4% | -5.5% | +0.1% | +7.4% | +4.8% | +2.7% | +0.9% | +3.6% | +2.5% | -0.4% | +0.9% | +17.9% |
| 2024 | +2.6% | +5.1% | +3.6% | -3.2% | +2.7% | +5.7% | -0.2% | +1.4% | +3.0% | -0.1% | +5.1% | -1.9% | +26.0% |
| 2023 | +4.3% | -1.9% | +2.0% | +1.8% | -0.7% | +6.7% | +3.0% | -1.0% | -4.5% | -3.1% | +9.1% | +5.4% | +22.2% |
| 2022 | -7.1% | -1.6% | +4.8% | -8.6% | -2.4% | -7.6% | +7.1% | -2.1% | -7.4% | +6.6% | +2.5% | -2.8% | -18.6% |
| 2021 | +0.7% | +1.7% | +2.5% | +5.5% | +0.3% | +1.9% | +1.8% | +3.3% | -3.6% | +5.9% | -1.1% | +2.9% | +23.6% |
| 2020 | +1.1% | -9.6% | -9.0% | +10.2% | +3.5% | +3.1% | +6.1% | +7.9% | -3.0% | -3.2% | +10.0% | +4.1% | +20.5% |
| 2019 | - | - | - | - | -3.3% | +5.8% | +3.0% | -2.9% | +1.6% | +1.5% | +3.8% | +2.5% | +12.1% |