Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733 | ETF | 30.0% | 0.17% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +2.0% | -5.6% | +8.5% | +5.2% | - | - | - | - | - | - | - | +12.0% |
| 2025 | +3.7% | -1.8% | -6.1% | -4.0% | +5.5% | +1.1% | +4.6% | -0.1% | +3.6% | +4.1% | -0.8% | +0.3% | +9.7% |
| 2024 | +1.9% | +3.6% | +3.3% | -0.7% | +0.8% | +4.7% | +0.1% | -0.6% | +3.0% | +0.4% | +5.2% | -0.4% | +23.2% |
| 2023 | +5.1% | -1.2% | +0.3% | -0.6% | +1.6% | +3.3% | +3.1% | -1.8% | -1.1% | -3.6% | +5.3% | +3.4% | +14.2% |
| 2022 | -2.8% | -2.3% | +2.3% | -1.6% | -3.1% | -4.8% | +7.0% | -0.7% | -6.4% | +1.2% | +3.4% | -5.1% | -12.7% |
| 2021 | +2.2% | +2.4% | +4.5% | +0.8% | +0.2% | +4.0% | -1.2% | +2.9% | -1.7% | +3.6% | -0.2% | +2.8% | +21.9% |
| 2020 | -2.1% | -7.3% | -12.0% | +8.9% | +1.3% | +3.6% | +0.6% | +4.4% | -0.4% | -0.7% | +7.9% | +2.5% | +4.8% |
| 2019 | - | - | - | - | - | - | - | - | +0.3% | +0.4% | +3.4% | +3.5% | +7.8% |