Globalance World

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 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5%0%+5%+10%+15%+20%+25%

Your Portfolio Assets


Portfolio Year to Date Return

Asset Name
YTD Return % (Asset curr.)
% of portfolio
Partners Group Holding AG+55.5%2.4%
Compagnie Financiere Richemont SA+42.5%4.4%
UBS Group AG+33.9%4.8%
Lonza Group AG+32.5%4.1%
Geberit AG+31.3%1.9%

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