Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 72.0% | 0.2% |
VAGU.LSE Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating • IE00BG47KJ78 | ETF | 20.0% | 0.08% |
IAU.US iShares Gold Trust • US4642852044 | ETF | 8.0% | 0.25% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +2.9% | -5.3% | +6.1% | +4.5% | +0.2% | -1.3% | +3.4% | - | - | - | - | +12.7% |
| 2025 | +4.0% | -1.5% | -5.7% | -3.4% | +4.5% | +0.1% | +4.0% | +0.1% | +3.5% | +4.2% | +0.2% | +0.3% | +10.4% |
| 2024 | +2.5% | +2.8% | +3.7% | -1.0% | +0.7% | +4.3% | +0.6% | -0.4% | +1.8% | +1.4% | +5.7% | -0.7% | +23.2% |
| 2023 | +4.3% | -0.1% | +0.6% | -0.2% | +2.3% | +2.0% | +2.0% | -0.5% | -1.2% | -2.3% | +4.5% | +3.3% | +15.4% |
| 2022 | -3.6% | -1.2% | +2.9% | -1.2% | -3.2% | -4.5% | +7.9% | -1.5% | -4.7% | +2.2% | +0.7% | -4.8% | -11.2% |
| 2021 | +0.7% | +1.3% | +4.8% | +0.8% | +0.2% | +3.7% | +1.0% | +2.4% | -1.5% | +3.7% | +0.8% | +2.9% | +22.6% |
| 2020 | +0.7% | -5.8% | -8.2% | +7.5% | +1.3% | +1.6% | -0.3% | +3.5% | -0.6% | -1.5% | +5.3% | +1.8% | +4.2% |
| 2019 | - | - | - | - | - | -0.6% | +3.4% | -0.3% | +2.2% | -0.3% | +3.0% | +1.4% | +9.1% |