Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 34.0% | 0.19% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 33.0% | 0.12% |
SXRL.XETRA iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) • IE00B3VWN393 | ETF | 33.0% | 0.07% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.6% | +4.0% | -6.4% | +1.5% | +1.7% | -3.9% | -0.7% | - | - | - | - | - | +1.3% |
| 2025 | +4.5% | +0.2% | -1.0% | -1.6% | +1.3% | -1.8% | +3.2% | +0.9% | +5.8% | +4.4% | +2.3% | +1.4% | +21.1% |
| 2024 | +2.2% | +0.9% | +4.5% | +0.9% | +0.2% | +2.8% | +1.4% | +0.2% | +2.3% | +3.0% | +3.1% | -0.3% | +23.3% |
| 2023 | +3.2% | -0.9% | +2.2% | -0.6% | +2.3% | -1.7% | +1.3% | +0.1% | -0.8% | +1.3% | +1.4% | +1.5% | +9.5% |
| 2022 | -1.6% | +1.0% | +2.0% | +1.2% | -3.2% | -1.2% | +4.3% | -1.1% | -2.1% | -0.5% | +0.0% | -2.4% | -3.8% |
| 2021 | - | - | - | - | - | - | +0.1% | +1.0% | -0.5% | +1.7% | +1.5% | +1.6% | +5.5% |