Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 20.0% | 0.35% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.2% | -5.5% | +8.4% | +5.7% | +1.7% | -1.7% | +3.8% | - | - | - | - | +16.8% |
| 2025 | +4.4% | -2.6% | -7.2% | -4.0% | +6.0% | +1.1% | +4.7% | +0.1% | +2.6% | +4.1% | -0.2% | +0.4% | +8.9% |
| 2024 | +2.1% | +3.5% | +3.7% | -2.1% | +1.2% | +4.0% | +1.2% | -0.7% | +1.7% | +0.7% | +7.1% | -1.8% | +22.3% |
| 2023 | +5.4% | +0.2% | -0.8% | -0.3% | +1.8% | +3.8% | +2.8% | -1.1% | -1.7% | -4.0% | +5.7% | +4.8% | +17.2% |
| 2022 | -5.1% | -1.4% | +3.6% | -2.1% | -3.4% | -6.3% | +9.5% | -1.5% | -6.2% | +3.9% | +1.2% | -5.5% | -13.5% |
| 2021 | +1.6% | +3.3% | +5.6% | +1.5% | -0.3% | +4.2% | +0.5% | +2.9% | -1.5% | +4.2% | -0.3% | +3.6% | +28.0% |
| 2020 | -1.0% | -8.5% | -12.7% | +10.1% | +2.6% | +2.2% | -0.4% | +5.4% | -0.8% | -1.5% | +9.5% | +2.6% | +5.3% |
| 2019 | - | - | - | - | - | - | +0.1% | -2.2% | +3.3% | +0.1% | +4.2% | +2.2% | +7.9% |