Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IMIE.PA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 75.0% | 0.17% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +1.9% | -5.9% | +10.4% | +6.6% | +3.1% | - | - | - | - | - | - | +18.2% |
| 2025 | +4.1% | -2.3% | -7.9% | -3.4% | +6.5% | +0.7% | +4.0% | +0.1% | +3.1% | +3.6% | -0.4% | +0.4% | +8.0% |
| 2024 | +4.1% | +4.8% | +4.1% | -2.0% | +1.3% | +5.2% | -0.5% | -0.6% | +1.6% | +1.1% | +6.8% | -0.7% | +27.8% |
| 2023 | +3.5% | +0.1% | -0.7% | +0.0% | +1.2% | +3.9% | +2.2% | -0.6% | -1.6% | -3.5% | +5.7% | +3.9% | +14.5% |
| 2022 | -5.1% | -1.8% | +4.8% | -3.2% | -3.4% | -6.0% | +8.5% | -1.1% | -5.6% | +4.8% | +0.6% | -4.5% | -12.6% |
| 2021 | +1.4% | +2.1% | +5.0% | +2.1% | -0.9% | +4.1% | +1.0% | +3.1% | -1.8% | +5.3% | -0.3% | +2.9% | +26.4% |
| 2020 | +1.6% | -8.5% | -10.7% | +9.3% | +2.2% | +2.6% | +0.3% | +5.7% | -0.7% | -2.4% | +8.3% | +3.1% | +9.3% |
| 2019 | +7.3% | +4.0% | +2.4% | +3.4% | -4.5% | +3.8% | +3.8% | -1.9% | +2.5% | -0.3% | +4.2% | +1.0% | +28.3% |
| 2018 | +2.0% | -1.1% | -3.9% | +3.9% | +3.7% | +0.1% | +1.8% | +2.2% | +0.8% | -6.2% | +0.7% | -7.7% | -4.3% |
| 2017 | +0.2% | +5.1% | +0.6% | -0.4% | -1.0% | -0.8% | -0.5% | -0.4% | +3.0% | +4.2% | -0.6% | +1.0% | +10.6% |
| 2016 | -6.4% | +0.5% | +1.4% | +0.4% | +3.7% | +0.3% | +3.8% | -0.3% | +0.5% | -0.0% | +5.0% | +2.1% | +11.0% |
| 2015 | +5.8% | +6.2% | +3.3% | -1.7% | +2.0% | -3.1% | +2.4% | -8.6% | -3.5% | +9.3% | +3.8% | -3.8% | +11.1% |
| 2014 | - | - | - | - | - | - | - | - | - | +2.0% | +3.1% | +1.5% | +6.8% |