Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 10.0% | 0.35% |
XGDU.XETRA Xtrackers IE Physical Gold ETC • DE000A2T0VU5 | ETC | 10.0% | 0.25% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.0% | +2.5% | -6.7% | +11.2% | +8.8% | +2.5% | -4.0% | - | - | - | - | - | +19.5% |
| 2025 | +4.5% | -2.3% | -6.3% | -3.4% | +5.8% | +1.6% | +4.3% | -0.0% | +5.2% | +6.2% | -0.2% | +1.2% | +16.9% |
| 2024 | +2.8% | +4.1% | +4.3% | -1.4% | +1.5% | +5.1% | -0.5% | -0.7% | +1.9% | +1.1% | +5.3% | -0.5% | +25.1% |
| 2023 | +5.7% | -0.1% | +1.5% | -1.1% | +4.0% | +2.5% | +2.6% | -1.1% | -1.8% | -2.5% | +5.7% | +4.1% | +20.8% |
| 2022 | -5.0% | -1.0% | +3.7% | -2.4% | -3.0% | -6.1% | +8.5% | -1.9% | -5.8% | +2.5% | +2.3% | -5.2% | -13.6% |
| 2021 | - | - | - | - | - | - | - | +1.3% | -1.7% | +4.3% | +1.6% | +3.5% | +9.2% |