The Napier Tilt Portfolio is a long-term, designed to preserve and grow real wealth in an era of financial repression, inflation, and shifting global power. Inspired by Russell Napier’s macro philosophy, it favours tangible assets, cash-generative businesses, and undervalued markets over speculative growth and debt-dependent sectors.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 25.0% | 0.25% |
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3 | ETF | 20.0% | 0.39% |
5MVL.XETRA iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc) • IE00BG0SKF03 | ETF | 10.0% | 0.4% |
CBUX.XETRA iShares Global Infrastructure UCITS ETF USD (Acc) • IE000CK5G8J7 | ETF | 10.0% | 0.65% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 10.0% | 0.25% |
WMIN.XETRA VanEck S&P Global Mining UCITS ETF A • IE00BDFBTQ78 | ETF | 10.0% | 0.5% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
BTIC.XETRA Invesco Physical Bitcoin • XS2376095068 | ETF | 5.0% | 0.1% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.6% | +6.7% | -4.0% | +4.3% | - | - | - | - | - | - | - | - | +13.9% |
| 2025 | +5.3% | -1.3% | -1.8% | -4.6% | +4.2% | +0.3% | +3.8% | +2.7% | +4.3% | +3.7% | +2.0% | +2.2% | +22.2% |
| 2024 | - | - | - | - | - | - | - | - | - | +0.7% | +7.2% | -3.9% | +3.8% |