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.

9.9%

Net Return YTD

25.6%

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

+9.9%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG+27.9%3.8%
Holcim Ltd+22.8%2.8%
ABB Ltd.+22.5%4.2%
Compagnie Financiere Richemont SA+18.8%6.9%
Swisscom AG+18.0%1.3%

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