- Germany
- December 1, 2021
The World's Wealth is not deployed productively enough
The historic link between the growth of net worth and the growth of GDP no longer holds. T…
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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
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 | |
|---|---|---|---|
| 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% |
Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.