- 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.
2.3%
Net Return YTD
3.7%
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 | |
|---|---|---|---|
| Pearson PLC | +58.5% | 0.4% | |
| Glencore plc | +57.1% | 3.6% | |
| BAE Systems plc | +52.6% | 1.4% | |
| BP p.l.c. | +51.2% | 4.8% | |
| Shell Plc | +50.8% | 9.5% |
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.