Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWD.XETRA Xtrackers MSCI World UCITS ETF 1C • IE00BJ0KDQ92 | ETF | 80.0% | 0.12% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • 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 | +1.1% | +1.8% | -5.4% | +8.7% | - | - | - | - | - | - | - | - | +5.8% |
| 2025 | +4.2% | -2.3% | -7.3% | -3.9% | +6.1% | +1.1% | +4.7% | -0.2% | +2.9% | +4.4% | -0.4% | +0.3% | +8.9% |
| 2024 | +2.8% | +3.6% | +3.7% | -1.7% | +1.0% | +4.9% | +0.2% | -0.4% | +1.8% | +0.8% | +6.6% | -0.9% | +24.5% |
| 2023 | +5.1% | +0.1% | +0.1% | -0.1% | +2.3% | +3.7% | +2.7% | -1.1% | -1.5% | -3.6% | +5.9% | +3.9% | +18.5% |
| 2022 | -4.7% | -2.0% | +3.9% | -2.3% | -3.3% | -6.1% | +9.1% | -1.2% | -6.2% | +3.5% | +1.3% | -5.4% | -13.8% |
| 2021 | +0.9% | +3.0% | +5.3% | +1.5% | -0.2% | +4.6% | +0.8% | +2.8% | -1.7% | +4.5% | +0.2% | +3.8% | +28.5% |
| 2020 | -0.5% | -8.2% | -11.5% | +9.4% | +2.1% | +2.4% | +0.0% | +5.9% | -1.1% | -2.1% | +9.4% | +2.3% | +6.0% |
| 2019 | +7.9% | +3.3% | +2.5% | +3.4% | -5.0% | +3.8% | +3.3% | -2.2% | +3.3% | +0.1% | +4.0% | +2.1% | +29.2% |
| 2018 | +1.5% | -2.1% | -3.2% | +3.4% | +2.9% | -0.5% | +2.4% | +0.9% | +0.7% | -5.3% | +1.1% | -7.3% | -5.9% |
| 2017 | -0.1% | +5.2% | +0.7% | -0.5% | -1.1% | -0.9% | -0.3% | -0.4% | +2.5% | +3.7% | -0.4% | +1.5% | +10.0% |
| 2016 | -6.8% | +0.5% | +2.3% | +0.0% | +3.0% | -0.4% | +4.5% | +0.3% | +0.2% | +0.7% | +4.1% | +2.4% | +11.1% |
| 2015 | +6.3% | +6.2% | +2.8% | -0.9% | +1.3% | -3.9% | +1.4% | -8.7% | -3.1% | +9.4% | +3.1% | -4.2% | +8.6% |
| 2014 | - | - | - | - | - | - | - | +3.9% | +0.8% | +0.9% | +2.3% | +0.7% | +9.0% |