Globalance World

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vs

1.7°C

Warming Potential

65

Total Footprint

92%

Megatrend Exposure

-4.8%

Net Return YTD

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Globalance Zukunftbeweger Fonds (USD)

Financials data per

-4.8%

Net Return YTD

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Data source: Globalance

-4.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

Net Return Since Inception

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Investment Performance

AugSepOctNovDecJanFebMarAprMayJunJulNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%
  • Globalance Zukunftbeweger Fonds (USD)

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Western Digital Corporation+184.6%1.0%
Teradyne, Inc.+79.7%1.0%
ASM International N.V.+75.8%1.8%
Vertiv Holdings Co. Class A+73.5%1.7%
VAT Group AG+65.0%1.3%

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Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CoStar Group, Inc.-49.1%1.4%
lululemon athletica inc.-42.8%0.9%
Adyen NV-41.6%0.8%
Zealand Pharma A/S-39.2%1.5%
Cognizant Technology Solutions Corporation Class A-36.8%1.9%

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