Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU0061474960 Threadneedle Lux World Equities Au • LU0061474960 | FUND | 35.0% | 1.72% |
LU0248168428 SCHRODER ISF GLOBAL EQUITY ALPHA • LU0248168428 | FUND | 35.0% | 1.85% |
LU0399356780 DWS Invest Latin American Equities LC • LU0399356780 | FUND | 15.0% | 1.95% |
LU0329678410 Fidelity Funds - Emerging Asia Fund A-Acc-EUR • LU0329678410 | FUND | 15.0% | 1.91% |
| Total | 100.0% | 1.83% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +1.8% | -6.8% | +9.3% | +4.8% | +3.8% | -2.6% | +2.7% | +0.6% | +0.6% | - | - | +17.1% |
| 2025 | +4.9% | -2.3% | -7.8% | -3.0% | +6.7% | +1.0% | +3.9% | -1.0% | +2.9% | +4.0% | -1.1% | -0.3% | +7.3% |
| 2024 | +3.0% | +4.9% | +3.0% | -2.2% | +1.0% | +4.3% | -2.3% | +0.2% | +0.9% | +0.8% | +5.4% | +0.5% | +21.0% |
| 2023 | +4.9% | -0.9% | +0.8% | +0.0% | +3.6% | +2.6% | +2.0% | -0.9% | -2.0% | -3.1% | +6.6% | +3.0% | +17.3% |
| 2022 | -4.5% | -3.4% | +4.1% | -3.4% | -1.7% | -6.7% | +9.5% | -1.4% | -7.0% | +3.8% | +1.8% | -5.4% | -14.6% |
| 2021 | -0.1% | +2.5% | +4.5% | +2.3% | +1.0% | +5.1% | +0.4% | +3.5% | -2.6% | +3.5% | +0.5% | +2.1% | +25.0% |
| 2020 | +1.5% | -7.4% | -11.9% | +11.5% | +1.9% | +2.5% | +2.0% | +4.8% | -1.3% | -1.0% | +6.8% | +2.8% | +10.6% |
| 2019 | +7.6% | +3.6% | +3.3% | +3.1% | -3.5% | +3.9% | +4.3% | -2.1% | +1.0% | +0.0% | +4.2% | +2.2% | +30.8% |
| 2018 | +3.0% | -2.0% | -3.0% | +3.4% | +3.2% | -1.5% | +2.2% | +0.2% | +0.4% | -4.8% | +3.9% | -6.4% | -2.2% |
| 2017 | +2.6% | +4.6% | +1.0% | +1.2% | +0.2% | -2.1% | +0.3% | +0.8% | +1.5% | +3.6% | -0.8% | +1.2% | +14.8% |
| 2016 | -6.2% | -0.2% | +2.8% | +1.4% | +2.5% | +0.4% | +4.3% | +0.5% | -0.4% | +0.1% | -0.3% | +1.0% | +5.8% |
| 2015 | +5.3% | +6.1% | +3.0% | -2.1% | +1.6% | -3.2% | +1.7% | -10.4% | -2.5% | +9.9% | +3.2% | -4.1% | +7.0% |
| 2014 | -3.5% | +3.8% | +0.0% | -0.9% | +4.9% | +1.2% | +1.5% | +3.8% | +0.3% | +2.4% | +3.0% | +0.3% | +17.5% |
| 2013 | +2.4% | +3.5% | +2.7% | -0.9% | +1.8% | -4.5% | +1.8% | -3.5% | +3.5% | +4.0% | +0.7% | +0.7% | +12.3% |
| 2012 | - | - | - | - | - | - | - | - | - | -1.6% | +1.2% | +0.5% | +0.1% |
Propuesta Solicitada Fran Equiza returned +11.52% a year over the 14 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.