Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 60.0% | 0.19% |
IB01.LSE iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) • IE00BGSF1X88 | ETF | 16.0% | 0.07% |
CBU0.LSE iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) • IE00B3VWN518 | ETF | 10.0% | 0.07% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 7.0% | 0.12% |
DTLA.LSE iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58 | ETF | 7.0% | 0.07% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.4% | +1.9% | -7.1% | +7.2% | +3.8% | -1.9% | +0.7% | - | - | - | - | - | +7.5% |
| 2025 | +3.2% | -1.1% | -1.6% | +1.2% | +4.0% | +3.4% | +1.4% | +1.9% | +3.6% | +2.3% | +0.7% | +1.4% | +22.3% |
| 2024 | +0.5% | +2.1% | +3.2% | -2.1% | +2.2% | +2.7% | +1.5% | +1.8% | +2.4% | -1.3% | +2.4% | -1.7% | +14.3% |
| 2023 | +5.3% | -2.4% | +2.9% | +1.3% | -1.1% | +3.7% | +2.5% | -2.0% | -3.5% | -2.1% | +6.9% | +4.3% | +16.4% |
| 2022 | -4.1% | -0.9% | +1.3% | -5.8% | -1.4% | -5.6% | +4.3% | -2.6% | -6.5% | +2.1% | +4.9% | -1.0% | -15.0% |
| 2021 | -0.5% | -0.1% | +1.4% | +3.1% | +1.7% | +0.5% | +1.1% | +1.5% | -2.9% | +3.0% | -1.2% | +2.6% | +10.6% |
| 2020 | +0.5% | -4.8% | -5.1% | +5.6% | +1.9% | +2.5% | +4.1% | +3.4% | -2.0% | -2.1% | +6.7% | +3.3% | +13.8% |
| 2019 | - | - | - | - | - | - | -0.1% | -0.2% | +0.9% | +1.7% | +1.4% | +2.0% | +5.6% |