Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 90.0% | 0.19% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 10.0% | 0.35% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +1.8% | -6.1% | +13.1% | +7.8% | - | - | - | - | - | - | - | +20.8% |
| 2025 | +4.1% | -2.7% | -7.9% | -4.1% | +6.8% | +2.3% | +4.5% | -0.4% | +4.2% | +6.1% | -1.0% | +0.8% | +12.3% |
| 2024 | +3.0% | +4.5% | +3.8% | -2.0% | +1.6% | +5.5% | -0.9% | -0.9% | +1.6% | +0.4% | +6.1% | -0.6% | +24.0% |
| 2023 | +5.8% | +0.3% | +0.9% | -0.9% | +4.0% | +3.5% | +2.7% | -1.2% | -1.7% | -3.7% | +6.5% | +4.6% | +22.0% |
| 2022 | -5.5% | -1.8% | +3.7% | -3.0% | -2.8% | -6.8% | +9.6% | -2.0% | -6.5% | +3.3% | +2.2% | -5.9% | -15.6% |
| 2021 | - | - | - | - | - | - | - | +1.2% | -1.8% | +4.6% | +1.4% | +3.8% | +9.4% |