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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
11.5%
Net Return YTD
42.4%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| ABB Ltd. | +30.6% | 7.7% | |
| Swisscom AG | +18.7% | 1.3% | |
| Kuehne & Nagel International AG | +10.5% | 0.7% | |
| Novartis AG | +8.0% | 18.1% | |
| Amrize Ltd | +7.1% | 1.9% |