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.

9.9%

Net Return YTD

38.7%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

+9.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
ams-OSRAM AG+143.9%0.0%
PolyPeptide Group AG+80.3%0.0%
VAT Group AG+77.5%0.8%
COMET Holding AG+73.5%0.1%
Ascom Holding AG+70.2%0.0%

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