Globalance World

Financial Returns

Financials data per
Financials data per

Loading…

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.

12.6%

Net Return YTD

39.8%

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

+12.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
ams-OSRAM AG+130.1%0.0%
LEM Holding SA+94.2%0.0%
Bajaj Mobility AG+93.1%0.0%
OC Oerlikon Corporation AG+90.6%0.0%
INFICON Holding AG+78.5%0.1%

See more assets or a Globalance Portfolio

Register Now