Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 56.0% | 0.12% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 28.0% | 0.25% |
IQQ0.XETRA iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 14.0% | 0.3% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 2.0% | 0.12% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +1.9% | -5.6% | +9.3% | +2.7% | - | - | - | - | - | - | - | +9.3% |
| 2025 | +5.2% | -1.8% | -7.3% | -3.1% | +5.9% | +0.2% | +3.8% | -0.6% | +3.0% | +3.3% | -0.1% | +0.5% | +8.5% |
| 2024 | +4.3% | +4.8% | +4.1% | -1.9% | +1.2% | +5.2% | -0.3% | -0.0% | +1.2% | +1.5% | +6.8% | -1.7% | +27.7% |
| 2023 | +2.5% | +0.1% | -0.1% | +0.7% | +0.9% | +3.3% | +1.8% | -0.1% | -1.4% | -2.7% | +5.3% | +3.6% | +14.5% |
| 2022 | -6.1% | -1.4% | +5.3% | -2.9% | -3.5% | -5.5% | +8.4% | -1.4% | -5.0% | +5.1% | +0.4% | -5.0% | -12.2% |
| 2021 | +0.9% | +1.3% | +5.4% | +2.4% | -1.0% | +4.3% | +1.9% | +3.0% | -1.8% | +5.2% | +0.4% | +3.2% | +28.0% |
| 2020 | - | -10.1% | -9.2% | +8.8% | +2.2% | +2.1% | +0.1% | +5.5% | -0.9% | -2.6% | +7.4% | +1.9% | +3.2% |