Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 70.0% | 0.2% |
VGEA.XETRA Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating • IE00BH04GL39 | ETF | 30.0% | 0.07% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +1.3% | -4.2% | +5.9% | +2.2% | - | - | - | - | - | - | - | +5.7% |
| 2025 | +2.7% | -1.6% | -6.0% | -2.1% | +4.4% | +0.5% | +3.3% | -0.4% | +1.9% | +3.3% | -0.3% | -0.1% | +5.3% |
| 2024 | +2.5% | +2.3% | +2.9% | -1.8% | +0.8% | +3.6% | +0.8% | -0.1% | +1.4% | +0.5% | +6.0% | -0.9% | +19.2% |
| 2023 | +4.2% | -0.2% | +0.8% | +0.1% | +1.8% | +2.6% | +1.5% | -0.3% | -1.9% | -2.2% | +4.9% | +3.7% | +15.9% |
| 2022 | -3.9% | -1.9% | +2.6% | -3.0% | -3.0% | -5.0% | +8.4% | -2.9% | -5.0% | +3.1% | +0.9% | -5.4% | -14.9% |
| 2021 | +0.3% | +1.6% | +4.5% | +1.1% | -0.3% | +3.5% | +2.0% | +1.8% | -1.7% | +3.5% | +1.0% | +2.1% | +21.0% |
| 2020 | +1.5% | -5.9% | -8.2% | +7.1% | +1.9% | +1.6% | +0.1% | +3.8% | -0.4% | -1.6% | +6.6% | +1.3% | +6.9% |
| 2019 | - | +0.2% | +2.3% | +2.5% | -3.0% | +3.4% | +2.9% | -0.3% | +2.1% | -0.6% | +3.0% | +0.2% | +13.3% |