Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 75.0% | 0.19% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 25.0% | 0.2% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +0.9% | -7.7% | +12.9% | +7.5% | +1.7% | - | - | - | - | - | - | +17.3% |
| 2025 | +4.3% | -2.4% | -4.4% | +1.3% | +7.0% | +4.3% | +1.7% | +1.4% | +3.7% | +2.1% | -0.4% | +1.4% | +21.3% |
| 2024 | +1.9% | +4.7% | +3.7% | -3.1% | +2.8% | +4.2% | +0.2% | +1.8% | +2.9% | -1.2% | +3.9% | -2.2% | +21.0% |
| 2023 | +4.7% | -2.4% | +1.8% | +1.8% | -2.0% | +6.3% | +3.2% | -1.8% | -4.1% | -3.3% | +9.1% | +5.4% | +19.1% |
| 2022 | -6.7% | -1.5% | +3.5% | -8.3% | -1.8% | -7.8% | +5.9% | -2.3% | -7.7% | +5.9% | +4.7% | -2.1% | -18.1% |
| 2021 | +0.6% | +1.4% | +1.6% | +5.0% | +0.8% | +1.2% | +0.8% | +2.9% | -3.3% | +5.0% | -2.5% | +2.7% | +16.9% |
| 2020 | +0.4% | -9.2% | -10.2% | +9.2% | +3.7% | +4.0% | +5.5% | +7.3% | -2.7% | -3.2% | +11.1% | +4.7% | +19.4% |
| 2019 | - | - | - | - | - | - | -0.4% | -2.8% | +1.8% | +1.9% | +3.0% | +2.7% | +6.2% |