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.

5.6%

Net Return YTD

16.2%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0%+1%+2%+3%+4%+5%+6%+7%

Your Portfolio Assets

+5.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sika AG+16.2%3.2%
Geberit AG+16.1%1.5%
Compagnie Financiere Richemont SA+15.9%5.2%
Lonza Group AG+15.2%3.6%
Swiss Life Holding AG+15.1%1.4%

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