Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
IQSA.XETRA Invesco Global Active ESG Equity UCITS ETF Acc • IE00BJQRDN15 | ETF | 30.0% | 0.3% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +2.0% | -5.2% | +8.7% | +5.9% | +2.3% | -1.2% | +1.6% | - | - | - | - | +15.6% |
| 2025 | +4.4% | -2.3% | -7.2% | -4.0% | +6.4% | +0.7% | +4.7% | -0.6% | +2.9% | +4.2% | -0.1% | +0.7% | +9.3% |
| 2024 | +3.8% | +4.2% | +4.3% | -2.1% | +1.0% | +4.6% | +0.2% | -0.3% | +1.7% | +0.8% | +7.3% | -1.6% | +26.1% |
| 2023 | +5.3% | +0.4% | -0.7% | -0.4% | +2.2% | +4.4% | +2.3% | -1.0% | -1.3% | -3.6% | +5.9% | +4.3% | +18.8% |
| 2022 | -4.2% | -1.9% | +3.9% | -1.8% | -3.3% | -6.6% | +8.9% | -1.5% | -6.0% | +4.6% | +1.6% | -5.5% | -12.2% |
| 2021 | +1.4% | +2.8% | +6.6% | +1.3% | +0.2% | +4.3% | +1.1% | +2.9% | -2.0% | +4.1% | +0.4% | +4.2% | +30.7% |
| 2020 | -0.7% | -8.7% | -11.3% | +9.3% | +2.3% | +2.4% | -0.4% | +5.6% | -1.0% | -2.3% | +8.6% | +2.1% | +3.8% |
| 2019 | - | - | - | - | - | - | - | +3.3% | +3.5% | -0.2% | +4.3% | +1.9% | +13.5% |