Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 60.8% | 0.18% |
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 34.2% | 0.07% |
EXUS.LSE Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4 | ETF | 5.0% | 0.15% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.3% | +3.1% | -9.8% | +13.2% | +7.1% | -0.8% | -4.1% | +5.2% | -0.7% | -2.9% | - | - | +14.6% |
| 2025 | +2.4% | -1.6% | -1.4% | +0.4% | +5.6% | +6.1% | +1.9% | +2.0% | +4.8% | +3.3% | -0.7% | +1.7% | +27.0% |
| 2024 | - | - | +1.6% | -1.0% | +1.6% | +4.3% | +0.8% | +1.0% | +4.6% | -2.9% | +0.7% | -1.5% | +9.3% |