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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
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 | |
|---|---|---|---|
| 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% |