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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
3.8%
Return YTD
-1.5%
Last Year Return
2.5%
Last Month Return
23.9%
Last 3 Years Return
The chart below shows your time-weighted return before withholding tax and fees.
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.
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Cineworld Group plc | +63.0% | 0.0% | |
| TUI AG | +54.5% | 0.0% | |
| NATIXIS | +46.3% | 0.0% | |
| Dialog Semiconductor plc | +43.3% | 0.0% | |
| thyssenkrupp AG | +40.3% | 0.0% |