Loading…
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
3.3%
Return YTD
-14.3%
Last Year Return
1.2%
Last Month Return
-5.6%
Last 3 Years Return
The chart below shows your time-weighted return before withholding tax and 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 | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Johnson Matthey Plc | +33.4% | 0.3% | |
| Antofagasta plc | +28.6% | 0.2% | |
| Glencore plc | +28.0% | 1.2% | |
| Entain PLC | +27.9% | 0.4% | |
| Evraz PLC | +27.2% | 0.2% |