Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 80.0% | 0.12% |
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733 | ETF | 20.0% | 0.17% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +1.9% | -5.4% | +8.6% | +5.7% | +1.5% | - | - | - | - | - | - | +13.8% |
| 2025 | +4.5% | -2.3% | -7.1% | -3.9% | +5.9% | +1.0% | +4.7% | -0.2% | +3.0% | +4.4% | -0.5% | +0.4% | +9.3% |
| 2024 | +2.2% | +3.8% | +3.5% | -1.2% | +0.8% | +4.9% | +0.4% | -0.5% | +2.1% | +0.8% | +6.2% | -1.2% | +23.9% |
| 2023 | +5.0% | -0.3% | +0.2% | -0.1% | +2.0% | +3.6% | +2.6% | -1.1% | -1.3% | -3.5% | +5.6% | +4.0% | +17.4% |
| 2022 | -4.1% | -1.9% | +3.4% | -2.1% | -3.1% | -5.6% | +8.5% | -1.4% | -6.0% | +2.8% | +2.0% | -5.3% | -13.1% |
| 2021 | +1.5% | +2.5% | +5.5% | +1.3% | -0.1% | +4.4% | +0.2% | +2.8% | -1.7% | +4.2% | +0.2% | +3.3% | +26.5% |
| 2020 | - | -10.5% | -11.5% | +9.3% | +1.7% | +2.8% | -0.0% | +5.3% | -0.8% | -1.6% | +8.8% | +2.3% | +3.5% |