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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
6.0%
Net Return YTD
41.6%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Beazley Plc | +57.7% | 0.3% | |
| Polar Capital Technology Trust PLC | +53.7% | 0.2% | |
| Schroders PLC | +48.0% | 0.2% | |
| DCC Plc | +38.0% | 0.2% | |
| Diploma PLC | +35.8% | 0.3% |