Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 95.0% | 0.19% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 5.0% | 0.35% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +1.9% | -5.4% | +2.1% | - | - | - | - | - | - | - | - | -0.3% |
| 2025 | +4.3% | -2.3% | -7.2% | -3.9% | +6.1% | +1.0% | +4.7% | -0.2% | +2.9% | +4.3% | -0.4% | +0.4% | +9.1% |
| 2024 | +2.7% | +3.6% | +3.6% | -1.8% | +1.1% | +4.6% | +0.5% | -0.5% | +1.8% | +0.8% | +6.7% | -1.2% | +23.9% |
| 2023 | +5.1% | +0.0% | -0.0% | -0.1% | +2.2% | +3.6% | +2.6% | -1.0% | -1.5% | -3.6% | +5.7% | +4.0% | +17.9% |
| 2022 | -4.7% | -1.9% | +3.8% | -2.2% | -3.3% | -6.0% | +9.2% | -1.5% | -6.1% | +3.6% | +1.4% | -5.5% | -13.5% |
| 2021 | +1.1% | +3.0% | +5.7% | +1.5% | -0.2% | +4.3% | +0.7% | +2.9% | -1.7% | +4.4% | +0.1% | +3.7% | +28.5% |
| 2020 | -0.7% | -8.3% | -11.6% | +9.6% | +2.2% | +2.4% | -0.3% | +5.5% | -0.9% | -1.8% | +9.1% | +2.3% | +5.3% |
| 2019 | - | - | - | - | - | - | +0.0% | -1.9% | +3.3% | +0.1% | +4.1% | +2.2% | +8.0% |