Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
VERE.XETRA Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating • IE00BK5BQY34 | ETF | 12.0% | 0.1% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 8.0% | 0.18% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +2.2% | -6.0% | +8.5% | +5.9% | +1.5% | -1.6% | +3.2% | - | - | - | - | +15.9% |
| 2025 | +4.4% | -1.5% | -6.6% | -3.5% | +5.8% | +0.9% | +4.2% | -0.2% | +3.0% | +4.2% | -0.4% | +0.7% | +10.8% |
| 2024 | +2.5% | +3.5% | +3.6% | -1.5% | +1.3% | +4.2% | +0.3% | -0.2% | +1.7% | +0.2% | +5.6% | -0.9% | +21.7% |
| 2023 | +5.3% | -0.1% | +0.3% | +0.1% | +1.6% | +3.4% | +2.6% | -1.4% | -1.5% | -3.5% | +5.9% | +3.8% | +17.4% |
| 2022 | -4.3% | -2.4% | +3.3% | -2.0% | -2.9% | -6.1% | +8.5% | -1.7% | -6.3% | +3.4% | +2.5% | -5.1% | -13.4% |
| 2021 | +1.0% | +2.7% | +5.5% | +1.4% | +0.3% | +4.0% | +0.4% | +2.8% | -2.0% | +4.2% | -0.2% | +3.8% | +26.4% |
| 2020 | -1.1% | -7.9% | -11.8% | +9.0% | +2.1% | +2.9% | +0.0% | +5.0% | -0.8% | -2.0% | +9.4% | +2.4% | +5.2% |
| 2019 | - | - | - | - | - | - | -0.2% | -1.9% | +3.3% | +0.3% | +3.7% | +2.5% | +7.9% |