Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 90.0% | 0.2% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +1.5% | -5.1% | +2.1% | - | - | - | - | - | - | - | - | -0.7% |
| 2025 | +3.7% | -2.4% | -7.6% | -3.9% | +6.3% | +1.0% | +4.7% | -0.3% | +2.7% | +4.3% | -0.4% | +0.2% | +7.6% |
| 2024 | +3.5% | +3.7% | +3.7% | -1.8% | +1.1% | +5.0% | +0.2% | -0.4% | +1.6% | +1.1% | +7.1% | -0.6% | +26.4% |
| 2023 | +5.3% | +0.3% | +0.2% | +0.1% | +2.4% | +3.8% | +2.5% | -0.8% | -1.5% | -3.4% | +5.7% | +3.6% | +19.1% |
| 2022 | -4.7% | -2.1% | +4.5% | -2.5% | -3.3% | -6.2% | +9.7% | -1.8% | -5.7% | +3.9% | +0.9% | -5.8% | -13.7% |
| 2021 | +0.9% | +3.0% | +5.9% | +1.8% | -0.3% | +4.7% | +1.4% | +2.8% | -1.8% | +4.9% | +0.6% | +3.4% | +30.5% |
| 2020 | +0.6% | -8.3% | -11.2% | +9.4% | +2.2% | +2.2% | -0.0% | +5.5% | -1.0% | -2.3% | +9.3% | +2.0% | +6.4% |
| 2019 | +7.5% | +3.6% | +2.5% | +3.5% | -4.9% | +3.9% | +3.4% | -1.9% | +3.3% | -0.0% | +4.2% | +1.0% | +28.6% |
| 2018 | +1.8% | -2.0% | -3.4% | +3.5% | +3.3% | -0.2% | +2.5% | +1.6% | +0.6% | -5.0% | +0.8% | -7.5% | -4.7% |
| 2017 | -0.2% | +5.0% | +0.6% | -0.7% | -1.0% | -0.9% | -0.6% | -0.6% | +2.7% | +3.7% | -0.5% | +0.9% | +8.6% |
| 2016 | -6.4% | +0.3% | +1.7% | +0.1% | +3.7% | -0.7% | +4.0% | +0.4% | +0.2% | +0.6% | +4.8% | +2.3% | +11.0% |
| 2015 | +5.3% | +6.2% | +2.9% | -1.2% | +1.4% | -3.7% | +2.2% | -8.3% | -3.3% | +9.4% | +3.7% | -4.5% | +8.9% |
| 2014 | - | - | - | - | - | -0.4% | +1.1% | +3.8% | +1.4% | +1.1% | +2.5% | +1.3% | +11.2% |