Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE0006TUI4G7 Polar Capital Funds PLC - Smart Energy Fund R Accumulation • IE0006TUI4G7 | FUND | 11.2% | 1.75% |
ES0115091037 Bona-Renda FI • ES0115091037 | FUND | 11.1% | 0.6% |
LU1599216113 GOLDMAN SACHS GLOBAL SMALL CAP CORE EQUITY PORTFOLIO • LU1599216113 | FUND | 11.1% | 0.85% |
LU1330191542 FundPartner Solutions(Eur)S.A. Magallanes Value Investors UCITS European Equity R in GB • LU1330191542 | FUND | 11.1% | 1.85% |
LU1333148903 Azvalor Lux SICAV Azvalor International R • LU1333148903 | FUND | 11.1% | 1.85% |
IE00BLP5S460 Jupiter Merian Global Equity Absolute Return Fund L EUR Hedged Acc • IE00BLP5S460 | FUND | 11.1% | 1.6% |
CBUT.XETRA iShares Blockchain Technology UCITS ETF USD (Acc) • IE000RDRMSD1 | ETF | 11.1% | 0.5% |
IE00B3VXGD32 Polar Capital Funds plc - Biotechnology Fund • IE00B3VXGD32 | FUND | 11.1% | 1.63% |
LU0084617165 Robeco Asia Pacific Equities D • LU0084617165 | FUND | 11.1% | 1.74% |
| Total | 100.0% | 1.37% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.7% | +2.5% | -4.3% | +10.4% | +8.3% | -0.9% | -5.2% | +3.1% | +1.1% | - | - | - | +19.1% |
| 2025 | +3.1% | -4.3% | -7.7% | -1.8% | +6.9% | +4.6% | +6.0% | +1.8% | +7.7% | +6.7% | -3.1% | -1.3% | +18.6% |
| 2024 | -5.9% | +5.1% | +4.5% | -4.5% | +3.0% | +2.5% | +1.5% | -3.4% | +1.2% | +1.7% | +10.4% | -5.5% | +9.8% |
| 2023 | +10.4% | +0.6% | -1.7% | -1.3% | +1.8% | +3.6% | +5.2% | -4.3% | -2.3% | -4.7% | +7.0% | +13.2% | +29.0% |
| 2022 | - | - | - | - | - | - | - | - | - | +3.4% | +0.6% | -5.4% | -1.6% |
GVC returned +19.13% a year over the 4 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.