Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 68.0% | 0.2% |
AEGE.XETRA iShares Global Aggregate Bond ESG SRI UCITS ETF EUR Hedged (Acc) • IE000APK27S2 | ETF | 20.0% | 0.1% |
H4Z3.XETRA HSBC MSCI Emerging Markets UCITS ETF USD (Acc) • IE000KCS7J59 | ETF | 12.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +2.4% | -5.3% | +7.7% | +2.7% | - | - | - | - | - | - | - | +8.1% |
| 2025 | +3.1% | -1.5% | -5.8% | -2.8% | +4.3% | +0.8% | +3.2% | +0.8% | +2.6% | +3.5% | -0.3% | +0.1% | +7.6% |
| 2024 | +2.1% | +2.6% | +3.2% | -1.6% | +0.7% | +4.3% | +0.4% | -0.2% | +1.8% | +0.2% | +5.4% | -0.4% | +19.8% |
| 2023 | +4.5% | -0.3% | +0.5% | -0.1% | +1.2% | +3.2% | +2.3% | -1.3% | -1.5% | -3.2% | +5.4% | +3.8% | +15.3% |
| 2022 | - | - | - | - | - | - | +3.1% | -1.5% | -5.6% | +2.3% | +0.9% | -4.0% | -5.0% |