Globalance World

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.

2.4%

Net Return YTD

8.5%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0%+1%+1%+2%+2%+3%

Your Portfolio Assets

+2.4%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BP p.l.c.+17.6%3.5%
Standard Chartered PLC+16.7%0.6%
International Consolidated Airlines Group SA+16.1%0.3%
Barclays PLC+15.2%1.7%
HSBC Holdings Plc+15.1%4.5%

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