Incorporates Small-Cap and Value tilts to capture long-term premiums while maintaining a global bond floor.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 50.0% | 0.07% |
EXUS.LSE Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4 | ETF | 30.0% | 0.15% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +2.1% | -8.4% | +10.4% | - | - | - | - | - | - | - | - | +6.6% |
| 2025 | +3.5% | -1.5% | -2.8% | +1.0% | +6.1% | +4.8% | +1.5% | +2.2% | +3.3% | +2.6% | +0.2% | +1.8% | +24.7% |
| 2024 | - | - | +2.3% | -2.5% | +2.6% | +3.3% | +1.3% | +1.8% | +2.9% | -2.5% | +2.5% | -1.9% | +9.9% |