- 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…
Financial Returns
Financials data perFinancials data per
Loading…
Financials data per
This portfolio has a negative performance
Financial Returns and other Investment Results
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
-7.3%
Net Return YTD
CHF 78,388
Portfolio Value (Ref. curr.)
-21.5%
Net Return Last Year
-6.1%
Net Return Last Month
-21.5%
Net Return Since Inception
Investment Performance
The chart below shows your time-weighted return before withholding tax and after fees.
The Asset Classes
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.
Your Portfolio Assets
Portfolio Year to Date Return
Data source: FactSet
What am I looking at?
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 | |
|---|---|---|---|---|
| Stride, Inc. | +42.4% | CHF 4,452 | 5.7% | |
| Legrand SA | +16.3% | CHF 4,059 | 5.2% | |
| Accenture Plc Class A | +14.9% | CHF 4,498 | 5.7% | |
| East Japan Railway Company | +12.0% | CHF 5,243 | 6.7% | |
| Airtel Africa Plc | +10.9% | CHF 4,632 | 5.9% |
Latest Insights
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.