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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
9.0%
Net Return YTD
47.5%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after fees.
Unfortunately, this data is currently not available.
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Beazley Plc | +58.1% | 0.3% | |
| Schroders PLC | +48.3% | 0.2% | |
| DCC Energy plc | +39.9% | 0.2% | |
| Diploma PLC | +39.4% | 0.3% | |
| HSBC Holdings Plc | +37.8% | 8.7% |