Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 45.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 15.0% | 0.1% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 15.0% | 0.12% |
LYQ6.XETRA Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385 | ETF | 15.0% | 0.15% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 10.0% | 0.1% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.6% | -5.0% | +3.9% | +2.7% | -0.7% | - | - | - | - | - | - | +5.6% |
| 2025 | +3.2% | -0.7% | -2.7% | -0.9% | +2.3% | -0.0% | +2.5% | +0.1% | +3.5% | +3.1% | +0.5% | +0.6% | +12.0% |
| 2024 | +1.4% | +1.3% | +3.3% | -0.4% | +0.5% | +2.6% | +1.3% | +0.3% | +1.9% | +1.1% | +3.5% | -0.9% | +16.9% |
| 2023 | +3.6% | -1.3% | +1.9% | -0.1% | +1.5% | +0.8% | +1.2% | -0.3% | -1.9% | -0.6% | +3.8% | +2.9% | +11.9% |
| 2022 | -2.4% | -0.6% | +1.1% | -1.6% | -2.6% | -3.4% | +5.2% | -2.4% | -4.3% | +1.0% | +1.8% | -3.4% | -11.2% |
| 2021 | +0.2% | -0.3% | +3.0% | +0.8% | +0.7% | +1.6% | +1.3% | +1.4% | -1.7% | +2.3% | +1.0% | +1.6% | +12.4% |
| 2020 | +1.2% | -3.3% | -5.5% | +5.1% | +1.0% | +1.7% | +1.2% | +1.7% | -0.5% | -0.7% | +2.6% | +1.5% | +5.9% |
| 2019 | - | - | - | - | - | - | +0.0% | +1.3% | +0.9% | -0.1% | +1.1% | +1.1% | +4.5% |