Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 90.0% | 0.19% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.2% | -5.8% | +4.4% | - | - | - | - | - | - | - | - | +2.8% |
| 2025 | +4.6% | -1.8% | -5.9% | -3.3% | +5.2% | +0.5% | +4.5% | -0.0% | +3.8% | +4.5% | +0.2% | +0.8% | +13.1% |
| 2024 | +2.7% | +3.4% | +4.0% | -1.1% | +1.0% | +4.4% | +0.5% | -0.2% | +2.0% | +1.5% | +5.9% | -0.9% | +25.4% |
| 2023 | +4.9% | -0.3% | +0.8% | -0.1% | +2.3% | +2.7% | +2.5% | -0.9% | -1.5% | -2.4% | +5.0% | +3.4% | +17.3% |
| 2022 | -4.0% | -1.3% | +3.9% | -1.7% | -3.5% | -5.2% | +8.0% | -1.5% | -5.4% | +2.7% | +1.5% | -4.8% | -11.4% |
| 2021 | - | - | - | - | - | - | +0.1% | +2.6% | -1.7% | +4.2% | +0.4% | +3.5% | +9.3% |