The Global All-Cap Equity Portfolio combines two core building blocks. Developed markets through the iShares MSCI World ETF and emerging markets via the iShares MSCI EM IMI ETF. Together they cover large, mid, and small-cap companies across both advanced and fast-growing economies. The result is a globally diversified equity foundation with broad exposure and low costs. Its strength lies in simplicity, efficiency, and full-market reach. Best suited for long-term investors seeking global equity growth, broad diversification, and a hands-off portfolio that’s easy to maintain yet captures worldwide returns.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 88.0% | 0.2% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 12.0% | 0.18% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +1.7% | -5.4% | +8.6% | - | - | - | - | - | - | - | - | +5.8% |
| 2025 | +4.1% | -2.3% | -7.3% | -3.9% | +6.1% | +1.2% | +4.7% | -0.3% | +2.9% | +4.5% | -0.5% | +0.3% | +9.0% |
| 2024 | +2.8% | +3.7% | +3.6% | -1.7% | +1.0% | +5.0% | +0.2% | -0.4% | +1.8% | +0.9% | +6.7% | -1.1% | +24.5% |
| 2023 | +5.1% | -0.0% | +0.2% | -0.0% | +2.3% | +3.7% | +2.6% | -1.0% | -1.5% | -3.5% | +5.8% | +4.0% | +18.6% |
| 2022 | -4.8% | -1.9% | +4.0% | -2.3% | -3.3% | -6.1% | +9.3% | -1.5% | -6.0% | +3.6% | +1.3% | -5.5% | -13.7% |
| 2021 | +0.9% | +3.0% | +5.6% | +1.6% | -0.2% | +4.6% | +1.0% | +3.0% | -1.8% | +4.7% | +0.4% | +3.7% | +29.7% |
| 2020 | -0.4% | -8.4% | -11.3% | +9.5% | +2.1% | +2.3% | +0.1% | +5.5% | -1.0% | -2.2% | +9.3% | +2.2% | +5.7% |
| 2019 | +8.1% | +3.5% | +2.5% | +3.4% | -5.0% | +3.9% | +3.3% | -1.9% | +3.2% | +0.1% | +4.1% | +2.1% | +30.1% |
| 2018 | +1.3% | -1.9% | -3.4% | +3.5% | +3.2% | -0.3% | +2.5% | +1.4% | +0.6% | -5.1% | +0.8% | -7.9% | -5.8% |
| 2017 | -0.5% | +5.0% | +0.7% | -0.5% | -1.0% | -0.9% | -0.5% | -0.5% | +2.5% | +3.6% | -0.3% | +1.6% | +9.2% |
| 2016 | -6.7% | +0.4% | +1.8% | +0.0% | +3.6% | -0.5% | +4.0% | +0.4% | +0.3% | +0.7% | +4.5% | +2.6% | +11.3% |
| 2015 | +5.4% | +6.3% | +2.8% | -1.1% | +1.5% | -3.8% | +1.9% | -8.4% | -3.4% | +9.5% | +3.6% | -4.3% | +9.0% |
| 2014 | - | - | - | - | - | +0.3% | +1.2% | +3.9% | +1.2% | +1.2% | +2.5% | +0.9% | +11.5% |