Globalance World

Financials data per

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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.

5.9%

Return YTD

4.4%

Last Year Return

0.9%

Last Month Return

35.0%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2%0%+2%+4%+6%+8%

Your Portfolio Assets

+5.9%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Partners Group Holding AG+26.1%2.4%
ABB Ltd.+24.6%4.6%
Swatch Group Ltd. Bearer+20.5%0.8%
Compagnie Financiere Richemont SA+17.2%4.4%
LafargeHolcim Ltd.+15.1%2.5%

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