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.

0.6%

Return YTD

4.4%

Last Year Return

-0.7%

Last Month Return

38.2%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2%-1%0%+1%+2%+3%

Your Portfolio Assets

+0.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
UBS Group AG+17.1%4.2%
Swatch Group Ltd. Bearer+15.8%0.6%
Credit Suisse Group AG+14.3%2.1%
Swiss Life Holding AG+13.2%1.1%
Compagnie Financiere Richemont SA+11.5%3.3%

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