Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 95.0% | 0.19% |
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +1.8% | -5.3% | +8.6% | +6.0% | +1.3% | -1.4% | +3.6% | - | - | - | - | +16.2% |
| 2025 | +4.3% | -2.2% | -7.2% | -3.9% | +6.1% | +1.0% | +4.7% | -0.3% | +2.9% | +4.4% | -0.5% | +0.4% | +9.1% |
| 2024 | +2.9% | +3.7% | +3.6% | -1.7% | +1.1% | +4.8% | +0.3% | -0.4% | +1.8% | +0.8% | +6.6% | -1.0% | +24.4% |
| 2023 | +5.0% | +0.0% | +0.2% | +0.0% | +2.3% | +3.6% | +2.6% | -0.9% | -1.5% | -3.5% | +5.7% | +3.8% | +18.3% |
| 2022 | -4.6% | -2.0% | +4.0% | -2.3% | -3.3% | -6.0% | +9.2% | -1.5% | -6.0% | +3.6% | +1.4% | -5.5% | -13.5% |
| 2021 | +1.0% | +2.9% | +5.8% | +1.5% | -0.1% | +4.4% | +0.8% | +2.9% | -1.8% | +4.5% | +0.3% | +3.8% | +28.8% |
| 2020 | - | -10.7% | -11.3% | +9.4% | +2.1% | +2.4% | -0.2% | +5.6% | -1.0% | -2.0% | +9.0% | +2.1% | +3.2% |