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.

5.5%

Net Return YTD

15.4%

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%+10%+12%

Your Portfolio Assets

+5.5%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
UBS Group AG+46.6%6.3%
Partners Group Holding AG+46.0%2.1%
Holcim Ltd+41.4%2.9%
Logitech International S.A.+35.0%1.1%
ABB Ltd.+29.4%4.7%

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