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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
The chart below shows your time-weighted return before withholding tax and after 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 | 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% |