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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
-1.4%
Return YTD
49.5%
Last Year Return
-0.4%
Last Month Return
–
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 | |
|---|---|---|---|
| Clean Harbors, Inc. | +37.8% | 5.1% | |
| Accenture Plc Class A | +31.2% | 5.1% | |
| Umicore | +27.1% | 4.2% | |
| CANCOM SE | +15.6% | 4.6% | |
| Adyen NV | +12.5% | 5.2% |