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.

2.3%

Net Return YTD

3.7%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8%-6%-4%-2%0%+2%+4%

Your Portfolio Assets

+2.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pearson PLC+58.5%0.4%
Glencore plc+57.1%3.6%
BAE Systems plc+52.6%1.4%
BP p.l.c.+51.2%4.8%
Shell Plc+50.8%9.5%

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