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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
11.3%
Return YTD
-1.5%
Last Year Return
2.3%
Last Month Return
22.3%
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 | |
|---|---|---|---|
| Banco de Sabadell SA | +86.9% | 0.0% | |
| Kindred Group plc Shs Swedish Depository Receipts | +76.2% | 0.0% | |
| Evolution Gaming Group AB | +64.5% | 0.2% | |
| Bank of Ireland Group Plc | +56.3% | 0.0% | |
| Royal Mail plc | +53.9% | 0.1% |