- 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…
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
Net Return YTD
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.
Return YTD % (Asset curr.)
% of portfolio
|Siemens Energy AG||+37.0%||0.8%|
|Bayerische Motoren Werke AG||+34.3%||2.5%|
|Heidelberg Materials AG||+33.0%||0.8%|
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.