Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 85.0% | 0.19% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 15.0% | 0.35% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +1.8% | -6.4% | +15.2% | +11.7% | +5.3% | -2.6% | - | - | - | - | - | +31.6% |
| 2025 | +4.1% | -2.9% | -8.2% | -4.2% | +7.1% | +2.9% | +4.4% | -0.4% | +4.8% | +6.9% | -1.2% | +0.9% | +13.8% |
| 2024 | +3.0% | +4.9% | +3.8% | -2.2% | +1.9% | +5.8% | -1.4% | -1.1% | +1.5% | +0.2% | +5.8% | -0.4% | +23.8% |
| 2023 | +6.2% | +0.5% | +1.2% | -1.4% | +4.8% | +3.5% | +2.7% | -1.3% | -1.8% | -3.8% | +6.9% | +5.0% | +23.9% |
| 2022 | -5.9% | -1.6% | +3.6% | -3.4% | -2.6% | -7.3% | +9.9% | -2.2% | -6.7% | +3.1% | +2.6% | -6.1% | -16.6% |
| 2021 | - | - | - | - | - | - | - | +1.1% | -1.8% | +4.7% | +2.0% | +3.8% | +10.0% |