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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
2.7%
Net Return YTD
55.5%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after 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 | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Siemens Energy AG | +44.3% | 8.6% | |
| Infineon Technologies AG | +40.9% | 4.2% | |
| RWE AG | +36.0% | 2.4% | |
| BASF SE | +22.5% | 2.9% | |
| E.ON SE | +20.9% | 2.5% |