Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 90.0% | 0.19% |
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 10.0% | 0.35% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | +2.4% | -6.3% | +13.9% | +10.1% | +4.1% | - | - | - | - | - | - | +28.7% |
| 2025 | +3.6% | -2.9% | -8.0% | -3.7% | +6.7% | +1.9% | +4.0% | +0.9% | +4.1% | +5.7% | -0.7% | +0.7% | +11.8% |
| 2024 | +3.5% | +4.4% | +3.9% | -1.9% | +1.5% | +5.8% | -1.0% | -0.9% | +1.7% | +0.2% | +6.1% | +0.3% | +25.7% |
| 2023 | +6.0% | +0.8% | +0.8% | -0.9% | +3.9% | +3.8% | +2.9% | -1.3% | -1.8% | -3.7% | +6.7% | +4.8% | +23.6% |
| 2022 | -5.0% | -1.4% | +3.8% | -3.4% | -2.9% | -6.8% | +9.6% | -1.7% | -6.6% | +3.1% | +1.1% | -5.0% | -15.2% |
| 2021 | +1.2% | +2.9% | +5.6% | +1.3% | +0.3% | +4.2% | +0.6% | +3.1% | -1.7% | +4.4% | +1.4% | +3.3% | +29.9% |
| 2020 | - | - | - | - | - | - | - | - | - | - | - | +1.7% | +1.7% |