Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 75.0% | 0.2% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +3.3% | -6.7% | +7.6% | +5.0% | -0.3% | -1.7% | +3.6% | - | - | - | - | +13.2% |
| 2025 | +4.1% | -1.8% | -5.7% | -3.0% | +4.8% | +0.1% | +3.8% | +1.3% | +3.9% | +4.3% | +0.5% | +0.7% | +13.1% |
| 2024 | +2.8% | +2.9% | +4.2% | -0.8% | +0.7% | +4.6% | +0.4% | -0.2% | +2.1% | +1.2% | +5.8% | -0.4% | +25.7% |
| 2023 | +5.1% | -0.1% | +0.8% | -0.2% | +1.8% | +3.0% | +2.8% | -1.2% | -1.5% | -2.5% | +5.2% | +3.5% | +17.5% |
| 2022 | -3.7% | -1.0% | +3.9% | -1.9% | -3.5% | -5.4% | +7.9% | -1.0% | -5.6% | +2.6% | +0.8% | -4.1% | -11.3% |
| 2021 | - | - | - | - | - | - | -0.1% | +2.6% | -1.6% | +4.1% | -0.0% | +3.3% | +8.4% |