Globalance World

Financial Returns

Financials data per
Financials data per

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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.

10.9%

Net Return YTD

54.3%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5%0%+5%+10%+15%

Your Portfolio Assets

+10.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
STMicroelectronics NV+118.9%0.1%
Nokia Oyj+97.7%0.3%
BE Semiconductor Industries N.V.+96.2%0.1%
Frontline Plc+85.8%0.0%
Huber + Suhner AG+84.4%0.0%

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