Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 75.0% | 0.19% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 25.0% | 0.3% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +0.0% | -7.3% | +12.6% | +7.5% | -0.3% | - | - | - | - | - | - | +14.0% |
| 2025 | +3.2% | -3.2% | -5.0% | +1.1% | +7.5% | +5.2% | +2.5% | +1.3% | +3.8% | +3.5% | -0.7% | +1.2% | +21.5% |
| 2024 | +1.2% | +3.6% | +2.9% | -3.0% | +3.0% | +5.3% | -0.0% | +1.2% | +2.8% | -1.3% | +4.0% | -0.6% | +20.5% |
| 2023 | +7.8% | -1.5% | +4.3% | +1.3% | +1.6% | +6.2% | +3.6% | -2.1% | -4.2% | -3.4% | +9.6% | +5.7% | +31.7% |
| 2022 | -6.9% | -2.1% | +3.4% | -8.8% | -2.5% | -8.2% | +7.7% | -3.1% | -8.5% | +3.4% | +4.5% | -3.1% | -23.0% |
| 2021 | +0.3% | +1.4% | +2.4% | +4.7% | +0.9% | +2.5% | +1.4% | +3.0% | -3.9% | +4.8% | -0.7% | +3.2% | +21.3% |
| 2020 | +0.2% | -8.8% | -9.2% | +10.0% | +4.0% | +4.7% | +5.6% | +8.1% | -3.4% | -3.0% | +11.2% | +5.2% | +24.3% |
| 2019 | - | - | - | - | - | - | -0.4% | -3.4% | +2.2% | +2.9% | +3.3% | +3.2% | +7.8% |