Financial Returns

Financials data per
Financials data per

Loading…

Financials data per

This portfolio has a positive performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.

14.7%

Net Return YTD

-18.8%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0%+5%+10%+15%+20%

Your Portfolio Assets

+14.7%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Alibaba Group Holding Ltd.+34.8%8.0%
China Literature Ltd.+32.0%0.9%
Zhongan Online P&C Insurance Co., Ltd. Class H+27.9%1.3%
Tencent Holdings Ltd.+23.5%7.9%
Netease Inc+23.1%5.9%

Latest Insights

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.

See more assets or a Globalance Portfolio

Register Now