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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
0.6%
Return YTD
49.5%
Last Year Return
-3.5%
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 | |
|---|---|---|---|
| Umicore | +26.0% | 5.4% | |
| Nielsen Holdings Plc | +20.0% | 5.8% | |
| Cisco Systems, Inc. | +19.5% | 5.7% | |
| East Japan Railway Company | +19.1% | 6.1% | |
| Clean Harbors, Inc. | +18.1% | 5.4% |