Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 60.0% | 0.3% |
DHSA.LSE WisdomTree US Equity Income UCITS ETF Acc • IE00BD6RZT93 | ETF | 40.0% | 0.29% |
| Total | 100.0% | 0.30% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | -1.4% | -6.1% | +2.3% | - | - | - | - | - | - | - | - | -3.8% |
| 2025 | +2.7% | -3.9% | -6.2% | -0.4% | +8.3% | +5.5% | +3.2% | +0.8% | +3.8% | +4.2% | -0.8% | +0.4% | +18.3% |
| 2024 | +1.5% | +3.2% | +2.7% | -3.4% | +2.9% | +7.0% | -0.4% | +0.4% | +2.9% | +0.3% | +5.2% | -0.2% | +23.9% |
| 2023 | +8.2% | -0.4% | +4.7% | +0.2% | +4.2% | +6.3% | +3.9% | -1.5% | -4.3% | -3.8% | +9.9% | +6.8% | +38.5% |
| 2022 | -7.5% | -2.0% | +5.3% | -9.9% | -2.2% | -8.2% | +8.8% | -3.0% | -8.1% | +3.8% | +1.8% | -4.6% | -24.5% |
| 2021 | +1.0% | +0.3% | +2.8% | +5.1% | -0.3% | +4.1% | +2.4% | +3.8% | -4.2% | +5.1% | +1.9% | +2.6% | +27.0% |
| 2020 | +1.7% | -8.2% | -7.2% | +11.5% | +3.7% | +5.2% | +6.1% | +8.8% | -4.0% | -3.2% | +10.4% | +5.0% | +31.0% |
| 2019 | +8.1% | +3.0% | +2.7% | +3.9% | -6.3% | +6.1% | +3.4% | -3.6% | +2.3% | +3.0% | +3.6% | +2.8% | +32.1% |
| 2018 | +5.0% | -1.8% | -4.5% | +1.9% | +3.5% | +1.5% | +2.1% | +4.3% | -0.0% | -7.0% | +0.2% | -7.8% | -3.6% |
| 2017 | +1.6% | +4.5% | +1.1% | +1.5% | +2.4% | -1.2% | +3.0% | +0.8% | +0.9% | +3.3% | +2.1% | +1.8% | +23.8% |
| 2016 | - | - | - | - | - | - | - | - | - | - | +1.7% | +2.2% | +4.0% |