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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
14.3%
Net Return YTD
17.8%
Net Return Last Year
6.3%
Net Return Last Month
50.1%
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.
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| ams-OSRAM AG | +152.9% | 0.0% | |
| DocMorris Ltd | +125.4% | 0.0% | |
| LEM Holding SA | +122.4% | 0.0% | |
| OC Oerlikon Corporation AG | +116.6% | 0.0% | |
| Bajaj Mobility AG | +113.2% | 0.0% |