Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 90.0% | 0.2% |
ABTC-USD.SW 21shares Bitcoin ETP • CH0454664001 | ETF | 10.0% | 1.49% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.1% | +0.2% | -4.8% | +8.9% | - | - | - | - | - | - | - | - | +2.7% |
| 2025 | +5.0% | -4.4% | -7.6% | -2.6% | +6.6% | +0.1% | +4.8% | -0.1% | +2.6% | +3.3% | -1.7% | -0.2% | +5.0% |
| 2024 | +3.8% | +7.5% | +5.0% | -3.6% | +2.0% | +3.2% | +1.2% | -2.1% | +2.2% | +2.4% | +12.3% | -1.2% | +36.5% |
| 2023 | +8.2% | +1.3% | +2.5% | +0.2% | +1.0% | +4.9% | +1.7% | -1.6% | -1.2% | +0.7% | +6.0% | +5.3% | +32.6% |
| 2022 | -6.3% | -0.6% | +5.8% | -3.9% | -5.1% | -8.9% | +11.0% | -2.3% | -5.4% | +4.3% | -1.8% | -4.9% | -18.1% |
| 2021 | +5.3% | +6.4% | +8.9% | +0.7% | -5.3% | +3.1% | +2.8% | +5.1% | -2.4% | +9.7% | -0.9% | +0.5% | +38.2% |
| 2020 | +4.3% | -8.9% | -12.7% | +12.0% | +3.6% | +0.5% | +1.5% | +6.2% | -2.4% | +1.1% | +14.2% | +11.4% | +31.1% |
| 2019 | - | +0.0% | +2.6% | +6.5% | +3.2% | +10.6% | -1.0% | -2.2% | +0.0% | +1.3% | +1.4% | -0.8% | +23.0% |