Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 30.0% | 0.1% |
VERE.XETRA Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating • IE00BK5BQY34 | ETF | 20.0% | 0.1% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +2.1% | -5.5% | +1.8% | - | - | - | - | - | - | - | - | -0.4% |
| 2025 | +4.1% | -0.4% | -5.3% | -2.2% | +4.5% | +0.5% | +2.9% | +0.1% | +2.3% | +3.3% | -0.1% | +0.9% | +10.4% |
| 2024 | +1.9% | +2.5% | +3.1% | -1.7% | +1.6% | +2.7% | +0.6% | +0.4% | +1.1% | -0.6% | +4.3% | -0.9% | +15.8% |
| 2023 | +4.7% | -0.1% | +0.7% | +0.5% | +0.6% | +2.5% | +1.8% | -1.2% | -1.8% | -2.9% | +5.6% | +3.7% | +14.9% |
| 2022 | -4.0% | -2.3% | +1.9% | -2.3% | -2.1% | -5.5% | +7.3% | -2.6% | -5.7% | +3.3% | +2.5% | -3.9% | -13.3% |
| 2021 | +0.1% | +1.4% | +4.3% | +1.3% | +0.6% | +2.9% | +1.1% | +2.0% | -2.1% | +3.4% | -0.2% | +3.0% | +19.0% |
| 2020 | -0.1% | -5.5% | -8.7% | +6.0% | +2.0% | +2.2% | +0.0% | +3.1% | -0.6% | -2.0% | +7.3% | +1.7% | +4.3% |
| 2019 | - | - | - | - | - | - | -0.1% | -0.4% | +2.0% | +0.2% | +2.4% | +1.5% | +5.6% |