Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 60.0% | 0.17% |
AGGH.AS iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 20.0% | 0.1% |
GOLD.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 20.0% | 0.12% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +2.5% | -5.6% | +1.4% | - | - | - | - | - | - | - | - | +1.9% |
| 2025 | +4.2% | -1.0% | -3.4% | -2.0% | +3.2% | -0.0% | +3.4% | +0.5% | +4.1% | +3.9% | +1.0% | +0.5% | +15.1% |
| 2024 | +1.6% | +2.0% | +4.1% | -0.5% | +0.7% | +3.2% | +1.2% | +0.1% | +2.1% | +1.7% | +4.3% | -1.1% | +21.0% |
| 2023 | +4.4% | -0.9% | +1.4% | -0.3% | +1.7% | +1.3% | +1.8% | -0.6% | -1.8% | -1.1% | +3.8% | +3.3% | +13.3% |
| 2022 | -3.0% | -0.3% | +2.7% | -1.2% | -3.1% | -3.8% | +5.6% | -1.7% | -4.3% | +1.5% | +1.9% | -3.5% | -9.2% |
| 2021 | - | - | - | - | +1.1% | +1.7% | +1.3% | +1.7% | -1.6% | +3.3% | +0.6% | +2.4% | +10.7% |