Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a negative 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.

-2.9%

Net Return YTD

-4.4%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6%-4%-2%0%+2%+4%

Your Portfolio Assets

-2.9%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BAE Systems plc+55.3%1.2%
Standard Chartered PLC+38.2%0.6%
Shell PLC+33.1%8.0%
British American Tobacco p.l.c.+31.3%3.6%
AstraZeneca PLC+25.6%7.9%

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