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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
-1.1%
Net Return YTD
CHF 16
Portfolio Value (Ref. curr.)
-8.8%
Net Return Last Year
-1.1%
Net Return Last Month
-21.7%
Net Return Since Inception
The chart below shows your time-weighted return before withholding tax and after fees.
The chart below shows the portfolio diversification according to asset classes. By moving the cursor onto different circles the corresponding values, returns and weights are displayed.
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.) | Asset Value (Ref. curr.) | % of portfolio | |
|---|---|---|---|---|
| Meridian Energy Limited | -0.3% | CHF 3,773 | 4.8% |