Financial Returns

Financials data per
Financials data per

Loading…

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.

0.4%

Net Return YTD

35.8%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2%0%+2%+4%+6%+8%

Your Portfolio Assets

+0.4%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rolls-Royce Holdings plc+54.9%0.5%
JD Sports Fashion Plc+31.7%0.2%
Flutter Entertainment Plc+25.6%1.1%
BT Group plc+24.1%0.4%
Associated British Foods plc+23.8%0.3%

Latest Insights

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.

See more assets or a Globalance Portfolio

Register Now