Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 20.0% | 0.3% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +0.3% | -7.4% | +12.2% | +7.1% | -0.8% | +0.1% | - | - | - | - | - | +13.0% |
| 2025 | +3.3% | -3.0% | -4.8% | +1.0% | +7.3% | +5.1% | +2.4% | +1.4% | +3.7% | +3.4% | -0.6% | +1.2% | +21.7% |
| 2024 | +1.1% | +3.5% | +3.0% | -2.9% | +2.9% | +5.0% | +0.2% | +1.3% | +2.7% | -1.3% | +3.9% | -0.9% | +20.0% |
| 2023 | +7.5% | -1.7% | +3.9% | +1.4% | +1.1% | +6.2% | +3.6% | -2.2% | -4.1% | -3.4% | +9.5% | +5.7% | +29.8% |
| 2022 | -6.6% | -2.1% | +3.3% | -8.5% | -2.3% | -8.2% | +7.4% | -3.0% | -8.4% | +3.5% | +4.8% | -2.9% | -22.1% |
| 2021 | +0.3% | +1.5% | +2.5% | +4.6% | +1.1% | +2.2% | +1.2% | +2.9% | -3.9% | +4.7% | -0.9% | +3.3% | +20.8% |
| 2020 | -0.0% | -8.9% | -9.6% | +9.8% | +3.9% | +4.5% | +5.5% | +7.8% | -3.3% | -3.0% | +11.4% | +5.1% | +22.7% |
| 2019 | - | - | - | - | - | - | -0.4% | -3.4% | +2.3% | +2.8% | +3.2% | +3.2% | +7.7% |