Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 25.0% | 0.07% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 20.0% | 0.3% |
XDWT.LSE Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 15.0% | 0.25% |
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 15.0% | 0.19% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
IB01.LSE iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) • IE00BGSF1X88 | ETF | 5.0% | 0.07% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | -0.5% | -7.5% | +13.7% | - | - | - | - | - | - | - | - | +6.8% |
| 2025 | +2.1% | -3.6% | -5.1% | +1.2% | +7.8% | +5.9% | +3.2% | +0.9% | +5.0% | +4.4% | -1.4% | +1.0% | +22.7% |
| 2024 | +1.6% | +3.9% | +2.8% | -3.0% | +3.8% | +6.3% | -0.5% | +1.1% | +2.9% | -0.7% | +3.7% | +0.0% | +23.9% |
| 2023 | +7.7% | -1.5% | +5.3% | +0.7% | +3.2% | +5.7% | +3.5% | -1.9% | -4.5% | -2.5% | +9.8% | +5.2% | +33.8% |
| 2022 | -7.0% | -2.1% | +3.4% | -8.6% | -2.8% | -7.7% | +7.4% | -2.8% | -8.3% | +2.8% | +3.8% | -3.1% | -23.5% |
| 2021 | +0.5% | +0.8% | +1.5% | +4.5% | +0.6% | +3.0% | +1.3% | +3.0% | -3.9% | +4.7% | +0.4% | +2.9% | +20.8% |
| 2020 | +0.7% | -7.5% | -7.6% | +9.6% | +3.7% | +5.1% | +6.2% | +7.8% | -3.4% | -2.8% | +9.2% | +5.5% | +27.5% |
| 2019 | - | - | - | - | - | - | -0.4% | -3.0% | +1.6% | +2.9% | +3.1% | +3.6% | +7.9% |