Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEME.PA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 70.0% | 0.35% |
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
I500.XETRA iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45 | ETF | 5.0% | 0.05% |
ACWE.PA State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.1% | +2.8% | -9.0% | +27.0% | +22.1% | -2.7% | - | - | - | - | - | - | +63.9% |
| 2025 | +4.0% | -4.6% | -8.9% | -3.7% | +9.1% | +7.6% | +3.2% | +0.0% | +12.0% | +14.1% | -1.9% | +2.3% | +35.1% |
| 2024 | +3.9% | +8.3% | +5.5% | -2.5% | +4.0% | +7.9% | -5.4% | -2.9% | +1.4% | -0.6% | +2.1% | +1.8% | +25.1% |
| 2023 | +10.6% | +1.5% | +5.6% | -6.0% | +14.3% | +1.1% | +3.1% | -2.0% | -3.3% | -2.8% | +9.2% | +7.3% | +43.1% |
| 2022 | +3.4% | +1.3% | +2.7% | -6.2% | -0.8% | -10.4% | +10.5% | -4.9% | -7.2% | +0.1% | +7.2% | -6.9% | -12.6% |