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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
21.2%
Return YTD
45.4%
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 | |
|---|---|---|---|
| Vivendi SE | +125.5% | 0.3% | |
| EQT AB | +112.8% | 0.2% | |
| Getinge AB Class B | +112.6% | 0.1% | |
| BANK POLSKA KASA OPIEKI SA | +108.2% | 0.0% | |
| ASM International N.V. | +100.9% | 0.1% |