Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a positive 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.

15.3%

Net Return YTD

33.5%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0%+5%+10%+15%+20%

Your Portfolio Assets

+15.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
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%
Rheinmetall AG+30.8%1.0%
SAP SE+29.6%10.2%

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