Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEME.PA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 85.0% | 0.35% |
ACWE.PA State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 10.0% | 0.12% |
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 3.0% | 0.12% |
I500.XETRA iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45 | ETF | 2.0% | 0.05% |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.7% | +2.3% | -8.9% | +33.7% | +18.9% | - | - | - | - | - | - | - | +72.8% |
| 2025 | +3.3% | -6.0% | -12.2% | -5.1% | +12.1% | +10.6% | +3.1% | -0.5% | +12.3% | +16.1% | -3.4% | +2.6% | +33.0% |
| 2024 | +4.4% | +9.8% | +5.0% | -3.7% | +4.8% | +9.2% | -6.8% | -3.7% | +0.9% | -2.3% | +2.5% | +2.3% | +23.0% |
| 2023 | +12.5% | +2.7% | +5.4% | -7.2% | +17.3% | +2.4% | +3.4% | -2.5% | -3.5% | -5.0% | +11.6% | +8.8% | +52.1% |
| 2022 | +4.1% | +0.3% | +2.5% | -8.2% | +0.4% | -13.0% | +13.3% | -5.9% | -9.0% | +0.9% | +8.6% | -8.6% | -16.8% |