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.

0.8%

Return YTD

3.8%

Last Year Return

-0.4%

Last Month Return

35.1%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2%-1%0%+1%+2%+3%

Your Portfolio Assets

+0.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Zur Rose Group AG+46.6%0.2%
Kudelski SA+38.0%0.0%
Newron Pharmaceuticals S.p.A.+37.2%0.0%
Komax Holding AG+35.6%0.0%
INFICON Holding AG+31.7%0.1%

See more assets or a Globalance Portfolio

Register Now