Globalance World

Financials data per

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Financials data per

This portfolio has a negative 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.

-7.7%

Net Return YTD

31.4%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15%-10%-5%0%+5%

Your Portfolio Assets

-7.7%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+19.6%4.9%
Swisscom AG+17.1%1.0%
Novartis AG+12.7%14.6%
UBS Group AG+8.9%4.6%
Holcim Ltd+7.8%2.1%

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