1.7°C

Warming Potential

65

Total Footprint

97%

Megatrend Exposure

-16.6%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-7.1%

Net Return YTD

Globalance Zukunftbeweger Fonds

Financials data per

-16.6%

Net Return YTD

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Data source: Globalance

-16.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

Net Return Since Inception

Dow Jones Indust A

Financials data per

-7.1%

Net Return YTD

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Data source: Globalance

-7.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

30.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-30.0%-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Globalance Zukunftbeweger Fonds
  • Dow Jones Indust A

Top 5 Assets

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

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
SMA Solar Technology AG+59.2%1.3%
Ain Holdings Inc.+35.7%1.4%
Nielsen Holdings Plc+35.1%1.4%
Vertex Pharmaceuticals Incorporated+34.1%1.3%
Solaria Energia y Medio Ambiente, S.A.+28.6%1.4%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+127.6%0.2%
EQT Corporation+113.6%0.0%
H&R Block, Inc.+94.7%0.0%
Enphase Energy, Inc.+63.6%0.1%
Shockwave Medical, Inc.+62.1%0.0%

Bottom 5 Assets

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

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zur Rose Group AG-74.2%1.5%
Mercari, Inc.-64.6%1.3%
Align Technology, Inc.-56.0%1.4%
ams-OSRAM AG-50.6%1.3%
PayPal Holdings, Inc.-46.4%1.3%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-77.5%0.0%
Upstart Holdings, Inc.-77.0%0.0%
Snap, Inc. Class A-75.3%0.0%
TuSimple Holdings, Inc. Class A-73.5%0.0%
RingCentral, Inc. Class A-71.7%0.0%