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.

2.2%

Net Return YTD

21.7%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2%-1%0%+1%+2%+3%

Your Portfolio Assets

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+35.3%1.1%
SAP SE+18.4%10.3%
MTU Aero Engines AG+16.3%0.9%
Siemens Energy AG+15.8%0.4%
Munich Reinsurance Company+9.0%4.8%

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