Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 20.0% | 0.35% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +2.7% | -6.2% | +4.6% | - | - | - | - | - | - | - | - | +3.9% |
| 2025 | +4.7% | -2.3% | -5.4% | -2.8% | +5.2% | +0.9% | +4.1% | +0.8% | +3.6% | +4.0% | +0.7% | +0.7% | +14.5% |
| 2024 | +1.7% | +3.1% | +4.2% | -1.6% | +1.2% | +3.4% | +1.7% | -0.4% | +2.1% | +1.1% | +6.0% | -1.9% | +22.3% |
| 2023 | +5.5% | -0.3% | -0.1% | -0.3% | +1.5% | +3.1% | +2.8% | -1.2% | -2.0% | -3.0% | +5.3% | +4.5% | +16.7% |
| 2022 | -4.8% | -0.6% | +3.4% | -2.1% | -3.4% | -5.8% | +8.2% | -1.6% | -5.9% | +3.3% | +1.8% | -4.5% | -12.2% |
| 2021 | +1.3% | +2.3% | +5.0% | +1.7% | +0.3% | +3.2% | +0.7% | +2.6% | -1.6% | +4.0% | -0.3% | +3.5% | +24.8% |
| 2020 | -0.5% | -7.6% | -11.3% | +9.6% | +2.5% | +2.3% | +1.0% | +4.6% | -1.1% | -1.4% | +7.7% | +3.1% | +7.2% |
| 2019 | - | - | - | - | - | - | +0.2% | -1.3% | +2.5% | +0.4% | +3.5% | +2.3% | +7.8% |