Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
VAGU.LSE Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating • IE00BG47KJ78 | ETF | 30.0% | 0.08% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.5% | -6.1% | +7.1% | - | - | - | - | - | - | - | - | +3.9% |
| 2025 | +2.6% | -1.2% | -2.6% | +0.9% | +4.2% | +3.5% | +1.4% | +1.5% | +2.6% | +2.0% | +0.0% | +1.1% | +17.0% |
| 2024 | +0.5% | +2.1% | +2.7% | -2.5% | +2.1% | +2.8% | +1.4% | +1.6% | +2.2% | -1.7% | +2.9% | -1.6% | +13.0% |
| 2023 | +5.3% | -2.1% | +2.5% | +1.3% | -1.0% | +4.2% | +2.5% | -1.9% | -3.2% | -2.7% | +7.5% | +4.7% | +17.6% |
| 2022 | -4.3% | -1.7% | +1.2% | -6.0% | -1.1% | -6.2% | +5.4% | -2.9% | -7.0% | +2.9% | +4.8% | -1.6% | -16.3% |
| 2021 | -0.2% | +0.9% | +1.9% | +3.0% | +1.3% | +0.9% | +0.9% | +1.7% | -2.9% | +2.9% | -1.3% | +2.6% | +12.0% |
| 2020 | -0.1% | -6.2% | -8.3% | +7.2% | +2.6% | +2.9% | +3.8% | +4.5% | -1.9% | -2.1% | +8.5% | +3.5% | +13.9% |
| 2019 | - | - | - | - | - | - | -0.3% | -1.6% | +1.6% | +1.7% | +1.9% | +2.2% | +5.7% |