Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 80.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +2.5% | -6.1% | +9.5% | +3.8% | - | - | - | - | - | - | - | +11.6% |
| 2025 | +4.4% | -2.2% | -6.9% | -3.8% | +6.0% | +1.4% | +4.6% | -0.3% | +3.2% | +4.7% | -0.7% | +0.5% | +10.6% |
| 2024 | +1.9% | +3.8% | +3.6% | -1.2% | +0.7% | +5.1% | +0.4% | -0.6% | +2.0% | +0.5% | +6.0% | -1.4% | +22.6% |
| 2023 | +5.2% | -0.4% | +0.2% | -0.2% | +2.1% | +3.6% | +2.7% | -1.2% | -1.4% | -3.6% | +5.8% | +3.9% | +17.7% |
| 2022 | -4.3% | -2.1% | +3.5% | -2.2% | -3.0% | -6.0% | +8.5% | -1.3% | -6.3% | +2.9% | +2.2% | -5.3% | -13.7% |
| 2021 | +1.4% | +2.6% | +5.5% | +1.3% | -0.1% | +4.4% | +0.3% | +2.6% | -1.6% | +4.2% | +0.2% | +3.5% | +26.9% |
| 2020 | - | -10.5% | -11.6% | +9.5% | +1.7% | +2.9% | +0.1% | +5.3% | -0.8% | -1.7% | +9.2% | +2.5% | +4.3% |