Financial Returns

Financials data per
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.

4.3%

Net Return YTD

10.2%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2%0%+2%+4%+6%+8%

Your Portfolio Assets

+4.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG+43.3%2.3%
ABB Ltd.+20.5%4.7%
Holcim Ltd+17.4%2.9%
Givaudan SA+15.2%2.3%
Swiss Re AG+11.6%2.7%

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