Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 65.0% | 0.25% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
BTC-USD Bitcoin | CRYPTO | 15.0% | - |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | -0.1% | -6.7% | +11.3% | +5.3% | +0.8% | - | - | - | - | - | - | +13.1% |
| 2025 | +6.5% | -3.7% | -5.4% | +0.7% | +5.9% | -1.3% | +3.3% | -0.6% | +5.9% | +2.0% | -1.6% | +0.2% | +11.6% |
| 2024 | +6.3% | +11.8% | +7.8% | -3.4% | +3.0% | +3.2% | -1.0% | -1.9% | +2.7% | +4.7% | +11.7% | -0.7% | +52.4% |
| 2023 | +6.0% | -0.1% | +4.0% | +0.8% | -1.7% | +3.7% | +0.1% | -2.1% | +0.1% | +6.3% | +4.6% | +4.9% | +29.4% |
| 2022 | -7.0% | +2.0% | +6.2% | -5.0% | -6.1% | -7.6% | +6.3% | -1.4% | -3.2% | +4.7% | -1.8% | -3.2% | -16.1% |
| 2021 | +3.6% | +4.5% | +9.6% | +1.5% | -9.7% | +1.0% | +4.8% | +5.0% | -2.0% | +12.7% | -1.5% | -3.8% | +26.5% |
| 2020 | +9.3% | -6.6% | -8.2% | +11.0% | +3.2% | +2.1% | +5.1% | +4.0% | -2.0% | +3.4% | +9.9% | +15.8% | +54.7% |
| 2019 | +3.0% | +5.2% | +3.2% | +6.5% | +9.7% | +10.0% | +1.2% | -0.4% | -3.6% | +1.6% | -2.3% | -0.9% | +37.3% |
| 2018 | -5.1% | +1.3% | -7.2% | +6.6% | +2.4% | -1.5% | +1.6% | +2.0% | +1.0% | -5.8% | -2.2% | -4.8% | -12.0% |
| 2017 | +1.0% | +7.8% | -1.7% | +3.3% | +11.7% | +0.3% | +3.3% | +19.9% | -1.8% | +23.1% | +25.8% | +22.6% | +185.9% |
| 2016 | - | - | - | - | - | - | - | - | - | - | -0.2% | +5.8% | +5.6% |