Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWRD.AS State Street SPDR MSCI World UCITS ETF USD Unhedged • IE00BFY0GT14 | ETF | 60.0% | 0.12% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 20.0% | 0.19% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +2.1% | -5.7% | +9.1% | +5.0% | - | - | - | - | - | - | - | +12.0% |
| 2025 | +3.7% | -2.2% | -7.0% | -3.9% | +6.0% | +1.2% | +4.7% | -0.3% | +3.1% | +4.5% | -0.6% | +0.3% | +9.0% |
| 2024 | +2.8% | +3.7% | +3.6% | -1.5% | +0.9% | +5.0% | +0.2% | -0.5% | +2.0% | +0.7% | +6.3% | -0.6% | +24.7% |
| 2023 | +5.5% | -0.3% | +0.2% | -0.4% | +2.4% | +3.7% | +2.8% | -1.1% | -1.4% | -3.6% | +5.7% | +3.5% | +17.7% |
| 2022 | -4.1% | -2.3% | +3.7% | -2.1% | -3.2% | -5.9% | +8.5% | -1.3% | -6.0% | +2.9% | +1.6% | -5.4% | -13.7% |
| 2021 | +1.5% | +2.8% | +5.2% | +1.3% | -0.0% | +4.4% | +0.2% | +2.8% | -1.7% | +4.3% | +0.0% | +3.4% | +26.7% |
| 2020 | -0.4% | -7.8% | -11.7% | +9.3% | +1.7% | +2.9% | +0.4% | +4.9% | -0.6% | -1.7% | +8.9% | +2.4% | +6.5% |
| 2019 | - | - | - | - | - | - | -0.2% | -2.2% | +3.4% | +0.1% | +3.8% | +1.8% | +6.9% |