Globalance World

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.

9.0%

Net Return YTD

47.5%

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%+10%

Your Portfolio Assets

Unfortunately, this data is currently not available.

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Beazley Plc+58.1%0.3%
Schroders PLC+48.3%0.2%
DCC Energy plc+39.9%0.2%
Diploma PLC+39.4%0.3%
HSBC Holdings Plc+37.8%8.7%

See more assets or a Globalance Portfolio

Register Now