Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWRP.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
VALW.LSE State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc) • IE00BJXRT813 | ETF | 50.0% | 0.25% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +4.7% | -6.0% | +4.3% | - | - | - | - | - | - | - | - | +4.4% |
| 2025 | +4.9% | -1.7% | -4.5% | -2.4% | +4.3% | +2.5% | +4.6% | +1.3% | +3.3% | +5.1% | +0.7% | +0.9% | +20.4% |
| 2024 | +0.6% | +2.9% | +4.2% | -2.1% | +1.1% | +2.0% | +0.6% | -1.0% | -0.3% | +1.3% | +3.7% | -1.0% | +12.6% |
| 2023 | +4.6% | -0.1% | -0.4% | -0.2% | -0.4% | +3.7% | +2.6% | -1.1% | +0.9% | -3.3% | +4.0% | +5.0% | +16.1% |
| 2022 | -2.8% | -1.0% | +3.7% | -2.1% | -0.1% | -5.4% | +4.5% | +1.1% | -4.4% | +2.2% | +2.7% | -2.2% | -4.2% |
| 2021 | +0.3% | +1.8% | +5.4% | +2.1% | +0.1% | +2.3% | -0.2% | +2.6% | -0.5% | +0.9% | +0.6% | +3.4% | +20.4% |
| 2020 | - | - | - | - | - | - | - | - | -13.0% | -3.7% | +10.3% | +2.4% | -5.5% |