Loading…
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
2.0%
Return YTD
49.5%
Last Year Return
1.3%
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 | |
|---|---|---|---|
| SoftBank Group Corp. | +31.7% | 7.9% | |
| CANCOM SE | +24.7% | 6.6% | |
| Umicore | +24.7% | 6.8% | |
| East Japan Railway Company | +16.7% | 6.0% | |
| Nielsen Holdings Plc | +16.1% | 9.0% |