Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ACWI.LSE State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 25.0% | 0.12% |
VHVG.LSE Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 25.0% | 0.12% |
WRDA.LSE UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59 | ETF | 25.0% | 0.06% |
VWRP.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 25.0% | 0.19% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +3.1% | -5.8% | +7.5% | +6.3% | +0.7% | -2.0% | +3.3% | +1.0% | -0.9% | - | - | +13.4% |
| 2025 | +4.6% | -3.6% | -6.3% | -2.3% | +5.4% | +2.7% | +5.7% | -0.1% | +3.5% | +5.1% | -0.7% | -0.1% | +13.7% |
| 2024 | - | +4.5% | +3.4% | -2.0% | +1.0% | +4.4% | -0.4% | -0.4% | +0.4% | +2.5% | +5.3% | -0.7% | +19.1% |