Globalance World

Compare Portfolios

vs

1.4°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-2.4%

Net Return YTD

Select another portfolio to compare performance statistics.

Globalance Zukunftbeweger Fonds (USD)

Financials data per

-2.4%

Net Return YTD

Loading…

Data source: Globalance

-2.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

4.4%

Net Return Last Year

-6.5%

Net Return Last Month

–

Net Return Since Inception

Select another portfolio to compare performance statistics.

Investment Performance

NovDecJanFebMarAprMayJunJulAugSepOctNet Return YTD-15%-10%-5%0%+5%
  • 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
Seagate Technology Holdings PLC+193.3%1.4%
Western Digital Corporation+138.8%1.0%
Everpure, Inc. Class A+119.7%1.9%
ASM International N.V.+83.7%1.9%
VAT Group AG+82.7%1.4%

Select another portfolio to compare performance statistics.

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.-58.9%1.4%
Zealand Pharma A/S-46.2%1.4%
Adyen NV-36.9%1.0%
First Solar, Inc.-31.2%1.9%
Cognizant Technology Solutions Corporation Class A-29.9%1.9%

Select another portfolio to compare performance statistics.