Find the right entry point
Choose the area that best suits your current situation
What is the performance report?
You have no previous knowledge?
Understand the purpose, structure and content of the performance report. Ideal for anyone dealing with the topic for the first time.
Understand the purpose, structure and content of the performance report. Ideal for anyone dealing with the topic for the first time.
Understanding the basics
How is the report calculated?
You have the report and want to understand the details
Here you can learn more about the specific calculation methods and find out about the special features of individual categories.
Here you can learn more about the specific calculation methods and find out about the special features of individual categories.
Available themes:
When & where will I receive the report?
You would like to have the report
Information on provision, deadlines and how to access your performance report.
Information on provision, deadlines and how to access your performance report.
How do I use the report?
You have understood the report
Best practices for practical use in your tax return and for your documentation.
Best practices for practical use in your tax return and for your documentation.
Legal notice
This performance report presents No tax advice and does not replace the consultation of a tax advisor or a qualified tax expert. The calculations are made to the best of our knowledge and belief, however without guarantee for completeness or correctness. All investors are responsible for the correct tax treatment of their investment income. If you have any questions about tax treatment, please contact an expert tax advisor.