Financials data per


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.


Return YTD


Last Year Return


Last Month Return


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


Portfolio Year to Date Return

Asset Name
YTD Return % (Asset curr.)
% of portfolio
UBS Group AG+17.1%4.2%
Swatch Group Ltd. Bearer+15.8%0.6%
Credit Suisse Group AG+14.3%2.1%
Swiss Life Holding AG+13.2%1.1%
Compagnie Financiere Richemont SA+11.5%3.3%

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