Globalance World

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.

9.1%

Return YTD

-5.5%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2%0%+2%+4%+6%+8%+10%+12%

Your Portfolio Assets

+9.1%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Entain PLC+99.6%0.5%
Ashtead Group plc+74.3%1.1%
St. James's Place Plc+47.0%0.4%
Glencore plc+46.3%1.7%
Spirax-Sarco Engineering PLC+44.8%0.5%

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