- December 1, 2021
The World's Wealth is not deployed productively enough
The historic link between the growth of net worth and the growth of GDP no longer holds. T…
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
Net Return YTD
Portfolio Value (Ref. curr.)
Net Return Since Inception
The chart below shows your time-weighted return before withholding tax and after fees.
The chart below shows the portfolio diversification according to asset classes. By moving the cursor onto different circles the corresponding values, returns and weights are displayed.
Unfortunately, this data is currently not available.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Return YTD % (Asset curr.)
Asset Value (Ref. curr.)
% of portfolio
|Zur Rose Group AG||+75.0%||–||1.5%|
|Advanced Micro Devices, Inc.||+50.7%||–||1.5%|
|Align Technology, Inc.||+48.1%||–||1.5%|
Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.