Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 85.0% | 0.19% |
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 15.0% | 0.14% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +1.0% | -5.1% | +9.7% | +7.0% | +1.3% | -1.8% | - | - | - | - | - | +13.0% |
| 2025 | +4.0% | -2.8% | -7.8% | -3.8% | +6.8% | +1.3% | +5.0% | -0.7% | +3.3% | +4.9% | -0.9% | +0.2% | +8.8% |
| 2024 | +3.0% | +3.9% | +3.3% | -1.8% | +1.3% | +5.7% | -0.4% | -0.6% | +1.8% | +1.1% | +6.8% | -0.3% | +26.0% |
| 2023 | +5.9% | +0.0% | +1.5% | +0.1% | +3.3% | +4.1% | +2.8% | -2.4% | -1.6% | -3.4% | +6.0% | +4.1% | +21.7% |
| 2022 | - | - | - | - | - | - | - | - | - | - | +0.2% | -5.6% | -5.4% |