Financial Returns

Financials data per
Financials data per

Loading…

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.

1.6%

Net Return YTD

13.2%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-1%0%+1%+1%+2%+2%+3%+3%

Your Portfolio Assets

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG+29.2%2.3%
Compagnie Financiere Richemont SA+18.4%5.3%
Swiss Life Holding AG+9.2%1.6%
ABB Ltd.+7.3%4.7%
Swiss Re AG+6.8%2.7%

Latest Insights

Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.

See more assets or a Globalance Portfolio

Register Now