Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325 | ETC | 15.0% | 0.12% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 15.0% | 0.3% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +1.3% | -8.4% | +9.6% | +5.5% | -1.9% | - | - | - | - | - | - | +10.1% |
| 2025 | +3.9% | -2.3% | -2.5% | +1.8% | +5.8% | +4.2% | +2.0% | +1.9% | +5.0% | +3.4% | +0.6% | +1.5% | +28.0% |
| 2024 | +0.9% | +3.0% | +3.8% | -2.0% | +2.7% | +4.1% | +0.9% | +1.6% | +3.1% | -0.6% | +2.9% | -1.1% | +20.6% |
| 2023 | +7.2% | -2.3% | +4.4% | +1.3% | +0.6% | +4.8% | +3.5% | -2.1% | -4.2% | -1.9% | +8.4% | +5.0% | +26.6% |
| 2022 | -5.8% | -1.0% | +3.0% | -7.4% | -2.4% | -7.3% | +5.8% | -2.9% | -7.6% | +2.8% | +5.2% | -1.8% | -19.0% |
| 2021 | -0.1% | +0.3% | +2.0% | +4.4% | +1.9% | +0.8% | +1.5% | +2.3% | -3.7% | +4.2% | -1.0% | +3.3% | +16.8% |
| 2020 | +0.5% | -7.5% | -7.9% | +9.0% | +3.5% | +4.1% | +6.3% | +6.3% | -3.3% | -2.7% | +8.5% | +5.3% | +22.3% |
| 2019 | - | - | - | - | - | - | -0.3% | -1.8% | +1.3% | +2.8% | +2.1% | +3.3% | +7.6% |