Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 60.0% | 0.19% |
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 20.0% | 0.07% |
IUIT.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 10.0% | 0.15% |
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325 | ETC | 10.0% | 0.12% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +0.6% | -7.9% | +10.7% | +6.6% | -1.9% | - | - | - | - | - | - | +10.5% |
| 2025 | +2.9% | -2.5% | -3.6% | +1.3% | +6.4% | +5.0% | +2.8% | +1.6% | +4.7% | +3.5% | -0.2% | +1.4% | +25.4% |
| 2024 | +1.4% | +3.5% | +3.8% | -2.5% | +3.1% | +5.1% | +0.6% | +1.6% | +2.9% | -0.6% | +3.5% | -1.1% | +23.1% |
| 2023 | +6.7% | -1.9% | +4.0% | +1.3% | +0.8% | +5.3% | +3.4% | -2.0% | -4.5% | -2.2% | +9.0% | +4.9% | +26.8% |
| 2022 | -5.6% | -1.3% | +3.3% | -7.3% | -2.2% | -7.7% | +6.6% | -3.0% | -8.0% | +4.1% | +4.6% | -2.1% | -18.3% |
| 2021 | -0.2% | +1.2% | +2.5% | +4.4% | +1.8% | +1.1% | +1.7% | +2.5% | -3.8% | +4.5% | -0.7% | +3.8% | +20.2% |
| 2020 | +0.5% | -8.5% | -8.5% | +9.0% | +3.6% | +3.7% | +5.7% | +6.9% | -3.3% | -3.0% | +9.3% | +5.1% | +20.1% |
| 2019 | - | - | - | - | - | - | -0.3% | -2.2% | +1.7% | +2.5% | +2.7% | +3.2% | +7.7% |