Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 85.0% | 0.19% |
VWCG.XETRA Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating • IE00BK5BQX27 | ETF | 15.0% | 0.1% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +2.1% | -5.7% | +8.1% | +5.6% | +1.5% | -1.0% | +3.1% | - | - | - | - | +15.5% |
| 2025 | +4.6% | -1.5% | -6.7% | -3.5% | +5.9% | +0.7% | +4.2% | -0.1% | +2.7% | +4.1% | -0.3% | +0.7% | +10.6% |
| 2024 | +2.7% | +3.4% | +3.6% | -1.6% | +1.4% | +4.0% | +0.4% | -0.1% | +1.5% | +0.3% | +5.9% | -1.0% | +22.3% |
| 2023 | +5.2% | +0.2% | +0.2% | +0.4% | +1.6% | +3.4% | +2.5% | -1.1% | -1.5% | -3.5% | +5.8% | +3.9% | +17.9% |
| 2022 | -4.4% | -2.2% | +3.5% | -2.1% | -2.9% | -6.2% | +8.9% | -2.0% | -6.1% | +3.9% | +2.2% | -5.2% | -12.9% |
| 2021 | +0.7% | +2.9% | +5.8% | +1.6% | +0.3% | +4.0% | +0.9% | +2.8% | -2.0% | +4.5% | -0.2% | +4.0% | +28.1% |
| 2020 | -0.8% | -8.3% | -11.8% | +8.9% | +2.3% | +2.5% | -0.4% | +5.2% | -1.0% | -2.4% | +9.6% | +2.3% | +4.2% |
| 2019 | - | - | - | - | - | - | - | +0.8% | +3.5% | +0.2% | +3.9% | +2.3% | +11.0% |