Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 55.0% | 0.07% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 25.0% | 0.07% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +0.5% | -7.5% | +11.1% | +3.1% | - | - | - | - | - | - | - | +8.9% |
| 2025 | +3.4% | -2.3% | -4.1% | +0.3% | +6.6% | +4.9% | +2.4% | +1.4% | +3.2% | +2.7% | +0.1% | +1.5% | +21.5% |
| 2024 | +1.0% | +3.6% | +3.6% | -2.7% | +2.9% | +4.2% | +0.9% | +1.6% | +2.7% | -1.5% | +3.5% | -1.6% | +19.5% |
| 2023 | +6.4% | -2.0% | +2.6% | +1.9% | -0.9% | +6.1% | +3.6% | -2.3% | -4.2% | -3.4% | +9.2% | +5.2% | +23.5% |
| 2022 | -5.5% | -2.3% | +3.1% | -7.2% | -1.6% | -8.3% | +6.8% | -2.9% | -8.4% | +4.9% | +5.4% | -2.4% | -18.3% |
| 2021 | +0.2% | +2.5% | +2.9% | +4.6% | +1.6% | +1.3% | +1.2% | +2.6% | -4.0% | +4.8% | -1.4% | +4.3% | +22.3% |
| 2020 | -1.0% | -8.9% | -11.1% | +9.4% | +3.2% | +3.6% | +5.8% | +6.6% | -3.1% | -3.0% | +11.6% | +4.5% | +15.8% |
| 2019 | +7.4% | +2.8% | +1.4% | +3.4% | -5.7% | +6.3% | +1.1% | -3.0% | +2.2% | +2.4% | +3.0% | +3.5% | +26.8% |
| 2018 | +5.8% | -3.8% | -2.9% | +1.2% | -0.1% | -0.4% | +3.2% | +0.9% | +0.6% | -7.3% | +1.1% | -6.4% | -8.7% |
| 2017 | +1.7% | +3.5% | +1.6% | +1.6% | +2.0% | +0.6% | +2.9% | +0.3% | +2.0% | +2.3% | +1.8% | +2.1% | +24.9% |
| 2016 | -7.2% | +1.0% | +7.3% | +0.1% | +0.9% | -1.1% | +4.6% | +0.6% | +0.6% | -1.4% | +0.4% | +2.6% | +8.0% |
| 2015 | -2.2% | +4.9% | -1.2% | +2.9% | -0.0% | -2.2% | +0.6% | -6.7% | -3.4% | +7.7% | -0.7% | -1.4% | -2.5% |
| 2014 | - | - | - | - | - | +0.2% | -1.5% | +1.6% | -1.9% | -0.5% | +2.9% | -1.3% | -0.5% |