Loading…
This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
-1.4%
Net Return YTD
52.8%
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 | +39.2% | 6.4% | |
| RWE AG | +28.4% | 2.1% | |
| Infineon Technologies AG | +22.9% | 3.1% | |
| Brenntag SE | +21.8% | 0.3% | |
| BASF SE | +20.2% | 2.4% |